The Living Planner Advisory Perspective Series presents questions to professionals each month. We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. This month, let’s welcome Laura Roeder, a Registered Representative with Team Financial Partners, LLC. Laura is […]
The Living Planner Advisory Perspective Series presents questions to professionals each month. We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. Considering our financial picture involves gathering a strong team. This month, it is my pleasure to
The Living Planner Advisory Perspective Series – Financial Accounting Services Read More »
After writing the “once and done” post last week, it is important to mention one area that is frequently overlooked, your beneficiary choices. Time and time again we encounter the stories of someone who has named a person years back who is not longer their choice today. This oversight can lead to unfortunate consequences. Why
The Importance of Reviewing Beneficiary Choices Read More »
When we complete a task we have set forward to complete, there can be a feeling of satisfaction, of completeness such as “yes, that’s done”! We move on from that task onto the next task after placing a “check-mark” on the list of things to do. If we think of filing tax returns, this feeling
What is the definition of a life skill? A life skill is defined as a skill that is necessary or desirable for full participation in everyday life. Digging deeper, Life skills are abilities for adaptive and positive behavior that enable us to deal effectively with the demands and challenges of everyday life, in other
What a week it has been in Southern California. Fire broke out last Saturday and spread to 139 acres rapidly, within 5 miles of me. Firefighters came from near and far, our community joined together to supply water and keep spirits with a major freeway closure. After three days of intense activity, our lives resumed
Shake, Rattle and Ready to Roll Read More »
If Prince were your client, here’s the best piece of advice he should have heard When the news came this week of Prince’s death, then that he had no will, the incongruity seemed odd with his apparent control of the other areas of his music career and life. Leaving no directions through a will/trust, what
The late musician Prince didn’t have a will, just like six in 10 of us Read More »
We’ve all heard buzz words; we’ve all lived through various trends and initiatives. In the workplace, measurement of productivity, performance, absenteeism, presenteeism, engagement, job satisfaction, customer satisfaction, ROI and more are reviewed regularly. We’ve come to accept that EQ (Emotional Intelligence) and IQ (Intellectual Intelligence) factor in to results in business and life. What about
Compassion in the Workplace Read More »
The Living Planner’s monthly Advisory Series in March features Erin Furlong, from Danmar Insurance Services in Temecula, CA. Danmar is a family owned and operated insurance agency established in the late 1970s as a means to provide quality multi-line insurance to the Southern California area. They have since expanded our ability to write insurance in
The Living Planner Advisory Perspective Series – Personal and Business Insurance Read More »
For our 2nd Advisory Perspective Series of 2016, here is a question for you. Do you know your strengths? Are you someone who knows how to maximize your strengths, talents and gifts to achieve maximum performance? The Bureau of Labor American Time Use Survey results show that 8.9 hours per work day are devoted to
The Living Planner Advisory Perspective Series – Strengths-based work cultures Read More »
