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. […]
We rely on schedules in daily life. The busier we get, the juggling between activities occurs naturally, living a life of its own?! Alas, we rely on routines, patterns of behavior, actions and responses to help us manage everything we do. Think stimulus/response … Auto-pilot can be helpful – the less we have to think,
If you were away from work Read More »
September, here we come! Before we blink, the new year will be upon us. Business/personal tax considerations impact financial results. Investing time with key professionals to work with you toward achieving what you’ve set out to do can make or break what you’ve worked hard to create. Professionals are trained in their areas of expertise.
Advisory Perspective Series – Theresa Klass Read More »
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.
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 »
Happy New Year! USA Today posted an article yesterday which provides a helpful overview for in business owners as we enter 2017. Tax implications of decisions implemented are best known in advance. Check with your tax consultants to ensure you are well prepared to take advantage of these new laws taking effect in 2017. “Joyce
New Laws for Businesses in 2017 Read More »
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
Fiduciary Retirement Accounts Read More »
