Communication

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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7 Life Skills Your Teen Needs to Be Independent

Adulting, Communication, Lessons, Life skills, Little things, Planning, Readiness, Transitions / By

Summer is in full swing.  High School graduation parties lead to the preparation for a new class of 2020 to depart for an exciting time in their lives. Denise Witmer from verywell.com posted this article in May, 2016 to help your teens learn certain skills before move.  It’s a great reminder for us as we

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Adulting

Adulting, Advance Care Plans, Commitment, Communication, Courage, Digital Assets, Journey, Lessons, Life Events, Little things, Living, Organizing, Peace of Mind, Planning, Readiness, resources / By

What is adulting, you ask?  The Urban Dictionary defines it for us.  Adulting (v): to do grown up things and hold responsibilities such as, a 9-5 job, a mortgage/rent, a car payment, or anything else that makes one think of grown ups. Why discuss adulting?  Knowledge is power.  Learning about various aspect of life as

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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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Heart to Heart Talks

Communication, End of Life Plans, Health, Legacy, Peace of Mind, Planning / By

Today’s blog comes to you early in the new year with a topic that fascinates me – Communication.  Particularly, communication about planning health care directives. The topic of communication can be defined in many ways.  Merriam Webster defines communication as: the act or process of using words, sounds, signs, or behaviors to express or exchange

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Celebrity Lessons for Everyday People

Communication, Legacy, Organizing, Planning / By

Thought it may be helpful to share three real stories covered in the press of celebrities who have died and the estate planning lessons we may obtain from reviewing the particulars involved. Consumer Reports.org featured this April 14, 2015 “Over the years many celebrities have provided cautionary estate-planning lessons, and actor James Gandolfini, who died

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Communication

Communication, Planning, Transitions / By

Communication is a lifelong skill.  I define communication as “mutual understanding”. In seeking to reach mutual understanding about all the facets of your day to day life; planning for when, where and how to communicate what you decide is an important facet of the planning process. Setting aside some time to get clear with ourselves,

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