Business Advisory Services

Data, Information and Privacy Protection

For those who’ve known me a while, you know this is an important topic to me. Our data, information and privacy at home, work and for business remains a critical issue for all ages. Let’s start off by reviewing the differences between protecting our data, information and privacy. Terms are often confused and/or used interchangeably, […]

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Life and Business Protection Planning

I’m often asked what is it that I do? When I started The Living Planner, I wanted to test a theory. 60% of Americans do not have a will/trust or advanced health care directives. Business owners and departmental leadership rarely have considered or executed plans in case of disruption of the business or the loss

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Step-in Readiness

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.

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Communication – Synergy is Powerful

In the workforce or at home, do you tend to “go solo” or work as a “team”?  When thinking about communication, how often do you consider the inherent value of combining your thoughts with others to maximize your results? Let’s consider the power of synergy beginning with defining the word.  Merriam Webster defines synergy +

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2018 Business Trends to Watch

For anyone who is in business or does business, keeping up with trends can be exciting and daunting!  Change is underway at lightening speeds.  The issues on my watch list this year and into next year include:  Technological; Geo-political / Trade / Regulatory; Financial;  Shopping, Selling and Advertising, These issues all come into the picture for

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Does the Supreme Court Decision About Online Taxes Impact You?

Online shopping taxes in 50 states and over 3000 counties across the US has become reality for businesses – small and large with the recent Supreme Court decision.  States and counties have been searching for ways to boost their revenue streams.  Online retailers and marketplaces are now faced with compliance to collect tax on orders placed

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Delegation – Empowering Others

Merriam-Webster defines delegation as: “1) the act of empowering to act for another (i.e. responsibilities) and 2) a group of persons chosen to represent others.”  For the purposes of today’s blog, let’s dive into the first definition, “the act of empowering to act for another”! When you go about your daily life, do you have

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Contingencies

Contingencies are a topic near and dear to my heart.  Why is a deeply personal reason.  Because it is so much easier to think about, plan for and practice for when we are not immersed in a crisis situation.  After 1st hand experience at home and work, if given a choice, I choose advanced preparation 100

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Planning for Interruptions

Wellbeing is a broad topic.   Consider this definition, “The state of being comfortable, healthy or happy.”  Ah, let that sink in – feels pretty good, doesn’t it? Today, let’s think about our day to day life.  When our pattern, routine and activities are interrupted by unplanned events at home and/or work, there is impact.  Each

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Business Inventory

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

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