Business owners

The Living Planner Advisory Perspective Series – Financial Accounting Services

Advisory Perspective, Blog, Business Advisory Services, Business owners, Communication, Planning, Preparation, Solutions, Tax Planning, Wealth Management / By

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 […]

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The Importance of Reviewing Beneficiary Choices

Beneficiaries, Business owners, Communication, End of Life Plans, Lessons, Little things, Organizing, Planning, Readiness / By

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

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Life Skills

Adulting, Business owners, Commitment, Courage, Life, Life Events, Life skills, Mindfulness, Planning, Readiness, resources, Transition From Life / By

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

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Shake, Rattle and Ready to Roll

Advance Care Plans, Blog, Business owners, Life, Life Events, Mindfulness, Peace of Mind, Planning, React, Readiness, resources, Respond / By

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

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The late musician Prince didn’t have a will, just like six in 10 of us

Avoidance, Business owners, Death, End of Life Plans, Legacy, Wills / By

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

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Compassion in the Workplace

Absenteeism, Business owners, Communication, Compassion, Employees, Engagement, Productivity, resources, Workplace / By

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

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The Living Planner Advisory Perspective Series – Personal and Business Insurance

Advisory Perspective, Business owners, Insurance, Planning, Readiness / By

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

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The Living Planner Advisory Perspective Series – Strengths-based work cultures

Advisory Perspective, Business owners, Employees, Strengths / By

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

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