Planning

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. […]

Step-in Readiness Read More »

Take Care of Business – Personal Edition

Q4 is here!  Where has the year gone?  A common refrain as we enter into the last quarter of the year!  How ready are you to take care of business? I’ve returned from a conference with amazing women who are all pursuing their professions with gusto.  Time and time again, we ask ourselves if we

Take Care of Business – Personal Edition Read More »

National Update: Changes Ahead – Taxes

What do they say?  The two things we cannot avoid are death and taxes?!  Taxes are the topic we will consider today.  Taxes touch our lives when we make money, spend money, own property and invest.  As we approach Q4, let’s consider a few specific areas to review to make sure we are on target

National Update: Changes Ahead – Taxes Read More »

National Update: Changes Ahead Medicare Supplement Plans and Credit Freezes

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 »

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 +

Communication – Synergy is Powerful Read More »

Communication – It Takes Two

Communication is a something we do everyday.  We chit chat.  We talk.  We listen.  All of this can occur in casual circumstances, in business settings and at times in formal settings. Let’s consider for a minute the differences between listening and hearing.  The sentences below contain both listen and hear and shows the contrast: I listened

Communication – It Takes Two Read More »

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

On-going Review Read More »

Who’s on Your Team?

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 »

2018 Business Trends to Watch

For anyone who is in business or does business, keeping up with trends can be exciting and daunting!  Change is underway at lightening speeds.  The issues on my watch list this year and into next year include:  Technological; Geo-political / Trade / Regulatory; Financial;  Shopping, Selling and Advertising, These issues all come into the picture for

2018 Business Trends to Watch Read More »

Deductions, Contribution Limits and Summertime!

Making a decision about how many deductions to take from your paycheck is often unclear.  The changes in the tax law for 2018 make this a vital issue for all.  If you withhold too much, you may receive a tax rebate; yet withhold too little and you may owe the IRS at tax time.   Check

Deductions, Contribution Limits and Summertime! Read More »

Scroll to Top