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 […]
In business and in life, I’ve come to understand the value of expanding my awareness through learning information and facts. These days it seems that finding information and facts is a process of sifting through opinions. How we determine fact from fiction amidst growing sources today is akin to “finding the needle in a haystack”!
Medicaid Information / Facts 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.
What you do each day at work or home is often only known by you! Have you ever asked yourself what would someone need to know to do what you do, if you were away for a period of time? Who could back you up? If you were asked to step in for a colleague
We are born curious. Over time, we learn the value of “answers”. If answers become more valuable than questions and the inquisitive thought that leads us to asking questions, we may forget how to ask questions. Why is this important? We now live in a world of information. Information comes to us from more sources
Debt and Death: What Happens? What happens to your debts after you die depend on various factors: what type of debt is it; what is the marital status; was there a co-signer; is the state of residence a “community property” state; and the specifics of the estate left behind. Dealing with debt at any time
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 »
This week I stumbled upon an article. If you’ve followed me for any period of time, you understand that I am an advocate for creating awareness about the practical aspects of life. Consider me the “lay person interpreter” to help you understand what the “legalese”; “financialese”, “healthese” means in real life/practical terms. The statistics I
