This time of year affords us an opportunity to reflect upon the year. What worked well this year? What tweaks may we make for next year? Are there areas of opportunity to explore next year? Year-end tips and tricks from the experts include specific areas of review. Here are a few areas you may wish […]
Our days are filled. Time is a precious resource. Busy does not equate to results. Haven’t we all heard, seen and experienced this? Struggling to balance everything on our plates can be overwhelming, especially when reviewing items of importance at work and home. The upcoming year end activities may add to the mix. Deadlines, quarterly
November, 2017 is National Hospice and Palliative Care Month. “It’s About How you Live” is a theme used to describe the care provided by trained professionals. Hospice care and palliative care are different and each provide care and comfort for patients. These terms are often used interchangeably, yet they have distinct differences. Palliative care is
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Taxes are in the news of late. There is one particular tax that gets a lot of press – the “estate tax”. Let’s look at the facts about estate taxes today – what in the heck is the “estate tax”? Small business owners and families alike face a variety of issues throughout life. Taxes come
What is the “Estate Tax”? Read More »
We rely on schedules in daily life. The busier we get, the juggling between activities occurs naturally, living a life of its own?! Alas, we rely on routines, patterns of behavior, actions and responses to help us manage everything we do. Think stimulus/response … Auto-pilot can be helpful – the less we have to think,
If you were away from work Read More »
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 September is “Passport Awareness Month”? I uncovered this fact while reading from the US Department of State website recently. This awareness campaign was formed to educate and inform travelers about upcoming changes to travel identification requirements for domestic flights. As someone who has had a valid passport for 30+ years, the
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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
Practice makes Perfect Read More »
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.
Advisory Perspective Series – Theresa Klass 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
