On January 9, 2018 Congress passed HR3759 / S1028 the Recognize, Assist, Support and Engage Family Caregivers Act (RAISE). The RAISE Act aims to help the relatives and partners who provide medical, household and financial assistance to loved ones. The bill is on the President’s desk awaiting signature. It could affect employers of more than […]
National Issue: RAISE Act Read More »
This month, we’ve discussed taking inventory of things we own, use and have at home. What about the office? Whether you are a worker or a business owner, taking inventory at work is a critical component when considering sustaining work flow. How often do you take inventory or pay attention to what you use within
Business Inventory Read More »
Providing perspective from experts is a monthly feature on our Blog. We work with professionals across industries from accounting to taxes, from legal to medical, from financial to insurance. These professionals provide we “laypeople” with the tools and resources to make informed decisions about what is needed for us, today and into the future. It
Advisory Perspective Series – Hawley Woods Gray Read More »
The Social Security Disability insurance program provides benefits to disabled workers and their dependents. Workers earn benefits coverage by working and paying Social Security Taxes on their earnings. Per the Social Security Administration website, there are 56 Million Americans (1 in 5) live with disabilities. It is particularly sobering to note that for 20 year
What If: Disability 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 »
2017 is just around the corner! Some interesting changes are ahead for businesses in California. In an article this week published by Gary Quackenbush in The North Bay Business Journal, they ask if we are ready? The list is comprehensive. Communication about these issues may come from your legal team, your HR department, or possibly
2017 California Business Law Changes Read More »
October represents the beginning of the final quarter of the year. Q4 is upon us. How are you doing with the goals you have set for yourself personally and professionally? Goal setting may or may not be your forte. For those who are interested in theory, Dr Edwin Locke and Dr Gary Latham spent many
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
Compassion in the Workplace Read More »
If you are a part of a team – at home, at work, or at school; isn’t being heard important? Whether you are speaking or one of those listening to someone speaking, have you considered the importance of listening on a daily basis? The adage, we were given two ears and one mouth for a
Listening: A Critical Skill Read More »
