Wellbeing is a broad topic. Consider this definition, “The state of being comfortable, healthy or happy.” Ah, let that sink in – feels pretty good, doesn’t it? Today, let’s think about our day to day life. When our pattern, routine and activities are interrupted by unplanned events at home and/or work, there is impact. Each […]
Planning for Interruptions Read More »
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 »
This time of year affords us an opportunity to reflect upon the year. What worked well this year? What tweaks may we make for next year? Are there areas of opportunity to explore next year? Year-end tips and tricks from the experts include specific areas of review. Here are a few areas you may wish
Estate planning allows us to avoid legal questions that arise when anyone is incapacitated or dies. Questions about finances, property, guardianship for minors, tax implications of selling property, business transfers, medical/health care considerations, funeral plans and more. Decisions made and implemented today may be modified over time, allowing flexibility over time for changes you desire. Whether
Taxes are in the news of late. There is one particular tax that gets a lot of press – the “estate tax”. Let’s look at the facts about estate taxes today – what in the heck is the “estate tax”? Small business owners and families alike face a variety of issues throughout life. Taxes come
What is the “Estate Tax”? Read More »
We rely on schedules in daily life. The busier we get, the juggling between activities occurs naturally, living a life of its own?! Alas, we rely on routines, patterns of behavior, actions and responses to help us manage everything we do. Think stimulus/response … Auto-pilot can be helpful – the less we have to think,
If you were away from work 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 »
September, here we come! Before we blink, the new year will be upon us. Business/personal tax considerations impact financial results. Investing time with key professionals to work with you toward achieving what you’ve set out to do can make or break what you’ve worked hard to create. Professionals are trained in their areas of expertise.
Advisory Perspective Series – Theresa Klass Read More »
I participate in a networking group with a group of professionals across industries: legal, financial, insurance, home care, fiduciaries, funeral planning, assisted living, accounting and tax mitigation. We meet monthly to review live examples of cases of people who experience life’s realities and gather to provide input as to how we may in our professions
Post-retirement Health Needs Read More »
