Contacts

Evacuate

Ok gang, it is early November.  Veteran’s Day is here.  Thanksgiving is on the way.  And, in California, we’re literally on fire 🙁  In the blink of an eye, a town in Northern California is reduced to ashes.  Thousands received the call to Evacuate.  Per It is devastating.  In Southern California, a fire jumped the […]

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Keeping Track of Online Accounts

How many times during the day do you access an account online, using a user name and password?  Is this such a common occurrence that it doesn’t “register” as something to think about? In casual conversation I often ask this question when talking with people.  Online accounts are prevalent – we access our personal accounts,

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Sending out an SOS

Have had the Police song, “Message in a Bottle” from 1979 running in my mind of late.  The lyrics, “sending out an SOS” come to mind as I draft this post for you.  If for some reason you were in a position that required someone from work to contact people in your personal life or

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Collaboration

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

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2017 Digital Assets Update

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

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Personal and Business Contacts

Recording vital information you use today and for others to access should they ever need to step in for you, is often overlooked as an item on our to-do list.  Using a smart phone has reduced my “knowing a number from memory”!  If someone needed access to your contacts, have you established a way for

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