To kick off the 2018 Advisory Perspective Series, I am delighted to feature Michelle Beckman, the Founder of Sunday Dinner Stories. The Advisory Perspective asks six questions of various professionals to provide you an overview of who they are and how they work with people. Valentine’s Day is around the corner – a time we […]
Advisory Perspective – Sunday Dinner Stories Read More »
On January 9, 2018 Congress passed HR3759 / S1028 the Recognize, Assist, Support and Engage Family Caregivers Act (RAISE). The RAISE Act aims to help the relatives and partners who provide medical, household and financial assistance to loved ones. The bill is on the President’s desk awaiting signature. It could affect employers of more than
National Issue: RAISE Act Read More »
This month, we’ve discussed taking inventory of things we own, use and have at home. What about the office? Whether you are a worker or a business owner, taking inventory at work is a critical component when considering sustaining work flow. How often do you take inventory or pay attention to what you use within
Business Inventory Read More »
Natural disasters hit the US hard in 2017. The National Oceanic and Atmospheric Administration estimates the economic impact from these natural disasters was $306 Billion dollars. Individuals impacted by the hurricanes and wildfires faced the daunting task of beginning administrative tasks of filing claims, often with no physical record of their belongings. During personal tragedy,
Insurance Itemization Read More »
In the 2018 Roadmap outlined last week, we begin with a project “Things at Home”. This is the first step of paying attention to what is in your world. Stop and look around. In a world filled with perpetual distraction, be still for a moment. We are surrounded by things – some of great importance,
How do we know where we are going, if we’ve yet to map it out? A road map helps us see where we are and map out where we are going. In 2018, you’ll receive weekly emails from us highlighting topics and issues of interest and impact to living our day to day lives at
Happy New Year to you and yours! As we kick off 2018 here is an English Proverb for you. We’ll be back next week! Thank you for being a part of this community. Thank you for giving me feedback throughout the year. Thank you for the opportunity to serve you. If one of your goals
This time of year affords us an opportunity to reflect upon the year. What worked well this year? What tweaks may we make for next year? Are there areas of opportunity to explore next year? Year-end tips and tricks from the experts include specific areas of review. Here are a few areas you may wish
Year End is approaching. It is a time of reflection and of action. We scramble to conclude projects by year-end, to take inventory and establish plans for starting the New Year off with a solid foundation. In California, there has been widespread devastation from fires in the past weeks. Communities are responding, People are responding.
Endings can lead to new beginnings. Whether it is a loss of a person, pet, relationship – it takes time to assess who we are, what we feel and how we wish to move forward. The holidays are tricky. Nostalgia of memories can be triggered and we can feel the pressure of feeling “happy”, when
