Planning

Practice makes Perfect

We’ve seen much over the past weeks that lend consideration to “expecting the unexpected”.  Situations beyond our control stretch us beyond our comfort zones.  We are faced with unfamiliar circumstances and see the best in people/humanity or are stunned by dismal reactions. How might we be ready to be ready?  Let’s start small.  IF we […]

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Advisory Perspective Series – Theresa Klass

September, here we come!  Before we blink, the new year will be upon us. Business/personal tax considerations impact financial results. Investing time with key professionals to work with you toward achieving what you’ve set out to do can make or break what you’ve worked hard to create.  Professionals are trained in their areas of expertise.

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Buy the Farm

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

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Preparing for the Practical

Talking about accidents, illness or even death is not something that comes naturally for most.  Amidst the diagnosis, situation or aftermath, there are a number of practical concerns that come at us all at once. Often we are ill-prepared for the practical needs, as we struggle to get through the day.  There comes a time

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Freedom

In 1775, residents of Great Britain’s 13 North American Colonies and the Colonial Government entered into the American Revolution.   France entered into this war in 1778 to help the North American Colonists, turning this into an international conflict.  In 1781, with the help of the French, the Colonists forced the British into surrender, although the

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June is Alzheimer’s and Brain Awareness Month

Alzheimer’s is the Sixth leading cause of death.  Current statistics reveal that one in three seniors will die with the disease.  Researchers continue to search for prevention strategies, with funding provided to study the influence of diet, exercise, social and mental stimulation and other factors (age, genetics, environment, lifestyle and coexisting medical conditions) that may

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Medicaid Information / Facts

In business and in life, I’ve come to understand the value of expanding my awareness through learning information and facts.  These days it seems that finding information and facts is a process of sifting through opinions.  How we determine fact from fiction amidst growing sources today is akin to “finding the needle in a haystack”!

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Post-retirement Health Needs

I participate in a networking group with a group of professionals across industries:  legal, financial, insurance, home care, fiduciaries, funeral planning, assisted living, accounting and tax mitigation.  We meet monthly to review live examples of cases of people who experience life’s realities and gather to provide input as to how we may in our professions

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What If: Disability

The Social Security Disability insurance program provides benefits to disabled workers and their dependents. Workers earn benefits coverage by working and paying Social Security Taxes on their earnings. Per the Social Security Administration website, there are 56 Million Americans (1 in 5) live with disabilities.  It is particularly sobering to note that for 20 year

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What if …

When you hear the words “what if”, what comes to mind?  Do you link these words with “possibility” and begin thinking of all the good that comes to mind?  Do you stop thinking entirely, avoiding the thought? Two little words, yet they can be a teacher for how we interpret our thoughts, reactions and life.

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