Organization, at this time of year?! No, I’m not kidding! Amidst the craziness of the year, concentrating on completing work projects, decorating at home and enjoying social time with friends and family, considering how to juggle all the balls can seem an insurmountable task! Piles of files is something I saw at home and work! […]
Organization … is not a dirty word! Read More »
Fraud and data breaches are back in the news with the recent Marriott breach that hit the news this week. During the holidays, it is estimated that fraud attempts increase 30%. Fraud protection is a way of life and as the holidays approach, be especially vigilant with these tips. 1. Keep a close eye on
Fraud Protection During the Holidays Read More »
Planning – ah, a phrase that inspires us or shuts us down! As the end of the year draws near, let’s think about plans we have that we’ve yet to complete, those we’ve completed and those we’ll add to the 2019 list! We develop plans to reach overall goals at home and work. It is
Planning – Track Progress Read More »
Next Gen / All Gen Protection is a topic near and dear to my heart. In the eyes of the law, when a young adult turns 18, parents/guardians no longer have the legal right to obtain medical information about the young adult even if they are under your insurance and/or you are paying the bill.
Next Gen / All Gen Protection Read More »
American Thanksgiving is upon us. Thanksgiving is my favorite holiday of the year! It was great when I lived and worked in Canada for four Thanksgivings to have two days a year to celebrate being thankful! If you’ll indulge me, I’d like to Talk Turkey with you today. No, not the literal turkey, although it
Ok gang, it is early November. Veteran’s Day is here. Thanksgiving is on the way. And, in California, we’re literally on fire 🙁 In the blink of an eye, a town in Northern California is reduced to ashes. Thousands received the call to Evacuate. Per It is devastating. In Southern California, a fire jumped the
I love November – my birthday and my favorite holiday of the year – Thanksgiving are in November! The clocks turned back last night in the US, the air is getting crisp and it is Alzheimer’s Awareness Month. During this month of thanks, I for one would like to extend tremendous thanks for the Alzheimer’s
November is Alzheimer’s Awareness Month Read More »
Last week we discussed estate planning. An important issue of estate planning is naming beneficiaries. Beneficiary designations are often overlooked, as we can presume that it is covered within the will/trust itself. Today, let’s consider the reasons to uncover the accounts that typically ask you to designate a beneficiary and what to think about when designating
Beneficiary Designations Read More »
The estate planning process can seem ominous, confusing and for many, we stop here. Learning how to prepare for estate planning from a layperson’s perspective can help unravel the process and provide you with information to proceed with more confidence. Today in America, approximately 60% of Americans have not created a will/trust. What does this
Prepare for Estate Planning – Layperson’s Perspective Read More »
Way back before “contingency plans” were discussed, my attention was drawn to the need to have an understanding of what a team member did, due to serious illness. My creation of “step-in readiness” was born! It’s funny now to look back at those times and see how it impacted my business life and personal life.
