Impact

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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Talk Turkey

American Thanksgiving is upon us.  Thanksgiving is my favorite holiday of the year!  It was great when I lived and worked in Canada for four Thanksgivings to have two days a year to celebrate being thankful!  If you’ll indulge me, I’d like to Talk Turkey with you today. No, not the literal turkey, although it

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November is Alzheimer’s Awareness Month

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

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Beneficiary Designations

Last week we discussed estate planning.  An important issue of estate planning is naming beneficiaries.  Beneficiary designations are often overlooked, as we can presume that it is covered within the will/trust itself.  Today, let’s consider the reasons to uncover the accounts that typically ask you to designate a beneficiary and what to think about when designating

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Prepare for Estate Planning – Layperson’s Perspective

The estate planning process can seem ominous, confusing and for many, we stop here.  Learning how to prepare for estate planning from a layperson’s perspective can help unravel the process and provide you with information to proceed with more confidence. Today in America, approximately 60% of Americans have not created a will/trust.  What does this

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Step-in Readiness

Way back before “contingency plans” were discussed, my attention was drawn to the need to have an understanding of what a team member did, due to serious illness.  My creation of “step-in readiness” was born!  It’s funny now to look back at those times and see how it impacted my business life and personal life.

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Communication – Synergy is Powerful

In the workforce or at home, do you tend to “go solo” or work as a “team”?  When thinking about communication, how often do you consider the inherent value of combining your thoughts with others to maximize your results? Let’s consider the power of synergy beginning with defining the word.  Merriam Webster defines synergy +

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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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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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