When you hear the words “what if”, what comes to mind? Do you link these words with “possibility” and begin thinking of all the good that comes to mind? Do you stop thinking entirely, avoiding the thought? Two little words, yet they can be a teacher for how we interpret our thoughts, reactions and life. […]
Over the years, life’s uncertainties have come into my life personally, or involving family, friends or a work situation. Having access to information is easier today than ever! Keeping this in mind, I seek your input today. The link below will take you to a survey. This survey focuses on two areas: a) Illness/accident and
Life’s Uncertainties Read More »
What you do each day at work or home is often only known by you! Have you ever asked yourself what would someone need to know to do what you do, if you were away for a period of time? Who could back you up? If you were asked to step in for a colleague
We are born curious. Over time, we learn the value of “answers”. If answers become more valuable than questions and the inquisitive thought that leads us to asking questions, we may forget how to ask questions. Why is this important? We now live in a world of information. Information comes to us from more sources
Debt and Death: What Happens? What happens to your debts after you die depend on various factors: what type of debt is it; what is the marital status; was there a co-signer; is the state of residence a “community property” state; and the specifics of the estate left behind. Dealing with debt at any time
We are amazing human beings! How in the world do we do what we do? How do we cope with the constant demands of us/our time? Everything we do each day, all the people with whom we interact, all we accomplish is nothing short of a miracle. Welcome Jugglers! Autopilot is when we do something
It’s that time of year again … tax time! Assembling what we have earned and spent the year before is upon us to complete the requisite tax filings. Fraudsters seek to enter this season by obtaining names, social security numbers and other personal information to obtain a refund. If they “beat us to the punch”,
Protect Against Tax Identity Theft Read More »
In your business, have you made plans in case of accidents, illness, incapacity and/or death of key employees? Working “on the business” vs. “in the business” allows us to establish a game plan to sustain the impact should there be an impact within your business. Part of a business’ growth is the deployment of separate
Departmental Readiness Read More »
Online accounts and what happens to them after we die / or if we are incapacitated is a subject that impacts a majority of people. Today, I want to write about the passing of a new law in California. As we wait for national legislation for Fiduciary Access to Digital Assets, we live in an
2017 Digital Assets Update Read More »
Valentine’s week is upon us! Happy Valentine’s Day to you and yours 🙂 Our Advisory Perspective series provides you with a perspective of how to prepare for meetings with professional advisors. This month, I would like to introduce the President and CEO of Communication Works, Mindy Bortness, Increasing your Employee ROI.™ Mindy is a recognized leader
The Living Planner Advisory Perspective Series – Mindy Bortness, Communication Works Read More »
