Decisions

National Update: Changes Ahead Medicare Supplement Plans and Credit Freezes

As Q4 approaches, there are changes ahead to existing programs for 2019 that may impact you and/or your families.  So we stay on top of what’s happening to consider how best to proceed, let’s take a look at what has been announced thus far. Medicare Supplement Plans  Reuters reported this week that Medicare Supplement Plans […]

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Communication – ADL’s and Finances

Continuing with the theme of communication, today we will consider family and finances.  Caring for ourselves and our loved ones often comes quickly, leaving little time to consider various options in the moment.  Monthly expenses, loss of income, assistance with activities of daily living (ADL’s) impact us emotionally and financially. Communication about and planning for

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Communication – It Takes Two

Communication is a something we do everyday.  We chit chat.  We talk.  We listen.  All of this can occur in casual circumstances, in business settings and at times in formal settings. Let’s consider for a minute the differences between listening and hearing.  The sentences below contain both listen and hear and shows the contrast: I listened

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Who’s on Your Team?

Teams – when you think of a team, what do you think of?  Sports?  Work?  Health?  If I were to ask you about your personal team, what would your response be? We’re going to focus on what you can concentrate on starting today to plan for and assess what you have in place for you

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Deductions, Contribution Limits and Summertime!

Making a decision about how many deductions to take from your paycheck is often unclear.  The changes in the tax law for 2018 make this a vital issue for all.  If you withhold too much, you may receive a tax rebate; yet withhold too little and you may owe the IRS at tax time.   Check

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Walk in the Shoes of Another

This was quite a week on the worldwide stage, national stage and yet, it was a local experience I remember.  An appointment with a service provider sets the stage.  Have you ever walked out of an appointment?  This was new for me, so new in fact that I came home and jotted down thoughts about

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Like a Root Canal

Picture this – a beautiful sunny, warm Southern California late afternoon.  Sitting outside with a client, we were talking about life, business, families.  Out of the blue, I was asked “Why do you do what you do?  It’s like having a root canal”!  Laughter bubbled out of me as I replied, “I guess it makes

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Does the Supreme Court Decision About Online Taxes Impact You?

Online shopping taxes in 50 states and over 3000 counties across the US has become reality for businesses – small and large with the recent Supreme Court decision.  States and counties have been searching for ways to boost their revenue streams.  Online retailers and marketplaces are now faced with compliance to collect tax on orders placed

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Let’s Get Personal About Care When You Need It

Have you ever been the one who has been the “go to” person for another when they were admitted to a hospital?  Have you ever needed help from someone when you were in the hospital? Today we’ll discuss “Care” – for you or by you. If you haven’t experienced this role as yet, you may

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Keep up to date

This week (Tuesday 15 May, 2018), a California court in Riverside County overturned an end of life choice for  people in California.  California’s Assisted Death Law was overturned due to concerns about how it was passed by the Legislature during a special session on health care funding. What’s next? The judge gave the state attorney general

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