The Department of Labor (DOL) has finalized its much anticipated new fiduciary rule applicable to financial institutions and advisors working with retirement savers. The final version has changed significantly from its proposed form. These changes impact individual savers, companies providing benefits to employees and the financial industry providing services. Financial planning impacts all three generations in […]
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Talking about self-care during the frenzy of the holidays sounds crazy, doesn’t it? It is precisely why am sharing this post from Tiny Buddha®! Ellen Bard shares 45 simple self-care practices for a healthy mind, body and soul. Mindfulness about you and your overall health is a gift that keeps on giving. Enjoy some time
Our use of the internet has skyrocketed! When considering our daily activities, it is difficult to imagine a day without access to news, banking, programs and apps that enhance our day. The topic of Cybersecurity has been a topic of interest for individuals and businesses. Technology throughout the US and the world is a backbone
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2017 is just around the corner! Some interesting changes are ahead for businesses in California. In an article this week published by Gary Quackenbush in The North Bay Business Journal, they ask if we are ready? The list is comprehensive. Communication about these issues may come from your legal team, your HR department, or possibly
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Abraham Maslow had an impact upon me as a student and as a leader of people. Breaking down the components of what motivates human beings to seek fulfillment in all aspects of their lives has been of interest to me over the course of my career. To perform jobs, workers require core physiological needs being met:
Beware, cyber-criminals have become quite savvy in their attempts to lure people in and get you to click on a link or open an attachment. Staysafeonline.org provides valuable tips for us to recognize all year. Protection at home and at work takes diligence. Stay alert. The email they send can look just like it comes
American Thanksgiving is Thursday, November 24th. Expressing thanks may be one of the simplest ways to feel better. The Thanksgiving holiday began, as the name implies, when the colonists gave thanks for their survival and for a good harvest. History.com provides the origins of this annual gathering that is shared below. “In 1621, the Plymouth
Poof, you make up your mind and everything changes, right? Not always! This article from LifeHack provides 18 tricks to help make new habits stick. Suggestion – step by step. What do you wish to change? Why is this important to you? Are you ready to make a commitment to yourself? Build your confidence with
As we prepare for the holiday season, many of us may have traditions that include being with loved ones. For those of us who have experienced the loss of loved ones, changes in the celebrations are marked. Loss comes in many forms. Dealing with grief and loss is something most people have to do sometime
The Living Planner Advisory Perspective – Rosie Fox, Certified Grief Specialist Read More »
Have you ever been curious about your life span? Longevity is a topic that arises as we plan for our retirement. Will our resources cover us as we age? How do we plan for the unknown? Bloomberg posted an article yesterday that piqued my interest. Here is a recap of this article. “Americans increasingly need an accurate
