The top three lessons learned from the Pandemic were the importance of having an emergency fund, paying down debt and discussing finances with others.
Top Three Financial Lessons Learned From the Pandemic Read More »
I’m often asked what is it that I do? When I started The Living Planner, I wanted to test a theory. 60% of Americans do not have a will/trust or advanced health care directives. Business owners and departmental leadership rarely have considered or executed plans in case of disruption of the business or the loss
Life and Business Protection Planning Read More »
Fraud and data breaches are back in the news with the recent Marriott breach that hit the news this week. During the holidays, it is estimated that fraud attempts increase 30%. Fraud protection is a way of life and as the holidays approach, be especially vigilant with these tips. 1. Keep a close eye on
Fraud Protection During the Holidays Read More »
Next Gen / All Gen Protection is a topic near and dear to my heart. In the eyes of the law, when a young adult turns 18, parents/guardians no longer have the legal right to obtain medical information about the young adult even if they are under your insurance and/or you are paying the bill.
Next Gen / All Gen Protection Read More »
I love November – my birthday and my favorite holiday of the year – Thanksgiving are in November! The clocks turned back last night in the US, the air is getting crisp and it is Alzheimer’s Awareness Month. During this month of thanks, I for one would like to extend tremendous thanks for the Alzheimer’s
November is Alzheimer’s Awareness Month Read More »
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
National Update: Changes Ahead Medicare Supplement Plans and Credit Freezes Read More »
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
Who’s on Your Team? Read More »
For anyone who is in business or does business, keeping up with trends can be exciting and daunting! Change is underway at lightening speeds. The issues on my watch list this year and into next year include: Technological; Geo-political / Trade / Regulatory; Financial; Shopping, Selling and Advertising, These issues all come into the picture for
2018 Business Trends to Watch Read More »
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
Deductions, Contribution Limits and Summertime! Read More »
Statistics help us summarize the impact of suicide. The Center for Disease Control (CDC) discusses the statistics from the latest report from Vital Signs that almost every state (except Nevada) experienced an increase in suicide rates from 1999-2016. Suicide is the 10th leading cause of death and is one of just three leading causes that are on
Let’s Talk about Suicide Read More »
