To kick off the 2018 Advisory Perspective Series, I am delighted to feature Michelle Beckman, the Founder of Sunday Dinner Stories. The Advisory Perspective asks six questions of various professionals to provide you an overview of who they are and how they work with people. Valentine’s Day is around the corner – a time we […]
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How do we know where we are going, if we’ve yet to map it out? A road map helps us see where we are and map out where we are going. In 2018, you’ll receive weekly emails from us highlighting topics and issues of interest and impact to living our day to day lives at
Endings can lead to new beginnings. Whether it is a loss of a person, pet, relationship – it takes time to assess who we are, what we feel and how we wish to move forward. The holidays are tricky. Nostalgia of memories can be triggered and we can feel the pressure of feeling “happy”, when
November, 2017 is National Hospice and Palliative Care Month. “It’s About How you Live” is a theme used to describe the care provided by trained professionals. Hospice care and palliative care are different and each provide care and comfort for patients. These terms are often used interchangeably, yet they have distinct differences. Palliative care is
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Brene Brown is a remarkable person. Her studies have taken her down paths of understanding of human nature. It was a reminder today as I participated in a conference that featured her short video segment outlining “empathy vs. sympathy”. This short segment serves as a reminder during those “life moments” when we are unclear how
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Providing perspective from experts is a monthly feature on our Blog. We work with professionals across industries from accounting to taxes, from legal to medical, from financial to insurance. These professionals provide we “laypeople” with the tools and resources to make informed decisions about what is needed for us, today and into the future. It
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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 »
Did you know that the origin of the phrase “buy the farm” from the US Air Force in the 1950’s? A story about its origin was told in an issue of American Speech in 1955. “Jet pilots say that when a jet crashes on a farm the farmer usually sues the government for damages done to
I’ve come from a retreat with Appreciation Financial’s Women of Wealth. We explored our purpose, our why and how together we can do much more together. It was a powerful week. Collaboration is a word I’ve embraced for decades. It aligns with synergy, partnership, teamwork and allows us to go beyond what is possible when
When we think of living our lives, what has influenced you? When you recall people, places, experiences in life, what is it that you remember? Getting to know someone involves knowing how they think, what they believe and getting beyond what we think they think! Learning about another involves asking questions, seeing pictures, reading what
