Ok gang, it is early November. Veteran’s Day is here. Thanksgiving is on the way. And, in California, we’re literally on fire 🙁 In the blink of an eye, a town in Northern California is reduced to ashes. Thousands received the call to Evacuate. Per It is devastating. In Southern California, a fire jumped the […]
As Q4 approaches, there are changes ahead to existing programs for 2019 that may impact you and/or your families. So we stay on top of what’s happening to consider how best to proceed, let’s take a look at what has been announced thus far. Medicare Supplement Plans Reuters reported this week that Medicare Supplement Plans
National Update: Changes Ahead Medicare Supplement Plans and Credit Freezes Read More »
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
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
Who’s on Your Team? Read More »
It’s that time of year once again … let’s get beyond taxes and explore health care decisions! 16 April, 2018 is National Health Care Decisions Day! This day exists to inspire, educate and empower the public and health care providers about the importance of advance care planning. Yes, advanced care planning involves legal documents to
Health Care Decisions 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 »
Natural disasters hit the US hard in 2017. The National Oceanic and Atmospheric Administration estimates the economic impact from these natural disasters was $306 Billion dollars. Individuals impacted by the hurricanes and wildfires faced the daunting task of beginning administrative tasks of filing claims, often with no physical record of their belongings. During personal tragedy,
Insurance Itemization Read More »
In the 2018 Roadmap outlined last week, we begin with a project “Things at Home”. This is the first step of paying attention to what is in your world. Stop and look around. In a world filled with perpetual distraction, be still for a moment. We are surrounded by things – some of great importance,
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 »
Did you know that the origin of the phrase “buy the farm” from the US Air Force in the 1950’s? A story about its origin was told in an issue of American Speech in 1955. “Jet pilots say that when a jet crashes on a farm the farmer usually sues the government for damages done to
