Planning

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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Return Home Safely After a Disaster

Recently CalFire (ReadyforWildfire.org) sent out information about how to return home safely after a fire. This helpful information could also be used after other natural disasters (ie, tornado, flooding, hurricane, earthquake, et al). It’s important to stay informed as things “heat up” this year. NOAA.gov keeps track of Billion-Dollar Weather and Climate Disasters. The below

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Advanced Child Tax Credit

This week, changes to the Child Tax Credit will help families receive advanced payments. Beginning 15 July, the IRS will pay half the total credit amount in advanced monthly payments directly to their bank accounts. The expanded child tax credit is only for 2021.  To qualify for advance Child Tax Credit payments, you — and

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June is Alzheimer’s and Brain Awareness Month

June is the month we bring awareness to the 50 million people worldwide who live with Alzheimer’s and other dementias and their families.

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Navigating Care Choices is Hard Work

Why does it have to be so difficult? When we are in “the situation” of navigating care choices for a loved one, it is hard enough. Now imagine you being older and trying to navigate care choices – what comes to mind? Fix it comes to mind immediately for me!! Realistically, it is important to

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Define and Protect Your A$$ets!

Today, let’s define and protect your a$$ets 🙂 Those pesky little details are enough to drive us crazy sometimes! Assets, policies and beneficiaries – oh my! When the topic of life planning comes up, there are two aspects to discuss. What you have and how you designate a beneficiary (who receives it later). Asset Defined

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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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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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