Improvement

It’s Time to Start

“It’s time to start” was a theme today in an early morning Zoom today. Meeting with colleagues weekly for over a year, we talked this morning about the importance of starting. It’s time to start is a good saying for you who have plans, dreams and desires for next year. You’re one decision away from […]

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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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Advisory Perspective Series – Christina Hall Joyfuel Life

This blog features articles to inform you about the practical pieces of “life’s administrative” tasks we often overlook.  Today, let’s get more purposeful and consider life as a gift we are able to live each day we wake up.  The Advisory Perspective Series this month features an amazing woman I’ve had the fortune of meeting.  She’s created

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Walk in the Shoes of Another

This was quite a week on the worldwide stage, national stage and yet, it was a local experience I remember.  An appointment with a service provider sets the stage.  Have you ever walked out of an appointment?  This was new for me, so new in fact that I came home and jotted down thoughts about

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Collaboration

I’ve come from a retreat with Appreciation Financial’s Women of Wealth.  We explored our purpose, our why and how together we can do much more together.  It was a powerful week. Collaboration is a word I’ve embraced for decades.  It aligns with synergy, partnership, teamwork and allows us to go beyond what is possible when

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Skills: Practice, Practice, Practice

Throughout life, we are presented with new experiences, new tasks and new learning.  We learn to study/learn in school; when we buy our first car or house we learn about negotiation; when we seek a job we learn what it takes to find employment; to maintain a job we learn about leadership, teamwork, organization, time

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Healthcare – a Blend of Art and Science

Rather than discussing health care from a traditional perspective, today I’d like to share a personal perspective.  In my 30’s I was diagnosed with glaucoma.  While I was living and working in Beijing, I felt “funny” and scheduled an appointment with an ophthalmologist in my hometown when I was back in the states for a

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The Living Planner Advisory Perspective Series – Mindy Bortness, Communication Works

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

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