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Quality of Life

Quality of life is a term used across industries. The focus of today’s blog is quality of life as it applies to YOU. How do you define living a healthy and comfortable life, and be able to participate in or enjoy life events? There are many topics we avoid in and about life. Quality of life came […]

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Family Caregivers Month

Family Caregivers Month is here! November is the month where we take time to recognize and give praise and support to ALL people who dedicate their time, often unpaid, caring for a family member in need. As the holiday season is right around the corner, it is important that we show our appreciation for those

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Who’s Your Advocate?

Who’s got your back? Who are your advocates? Broad questions, I know 🙂 Important questions when considering the importance of maintaining good health and staying on top of your finances. Yes, who are your advocates or who are those who’ve got your back? In this crazy world that turns on a dime, having someone in

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Planning – Track Progress

Planning – ah, a phrase that inspires us or shuts us down!  As the end of the year draws near, let’s think about plans we have that we’ve yet to complete, those we’ve completed and those we’ll add to the 2019 list! We develop plans to reach overall goals at home and work.  It is

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Next Gen / All Gen Protection

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.

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On-going Review

Have you considered a “life review” recently?  How often do you change the oil in your car?  How about your tires?  What about having a medical check-up?  Do you schedule check-ups on a regular basis? It’s become clear that while we may schedule reviews of our physical selves or things we own, we may not

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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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Summer breaks – Great time for learning something new!

It’s summertime!  In North America we have longer and warmer days.  Summer breaks are here and many enjoy time to refresh, recharge and enjoy life.  It’s also a great time for learning something new!  Do you have a summer reading list?  A summer “to learn list”? I read an article from Harvard Business Review recently. 

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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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