The Department of Labor (DOL) has finalized its much anticipated new fiduciary rule applicable to financial institutions and advisors working with retirement savers. The final version has changed significantly from its proposed form. These changes impact individual savers, companies providing benefits to employees and the financial industry providing services. Financial planning impacts all three generations in […]
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Our use of the internet has skyrocketed! When considering our daily activities, it is difficult to imagine a day without access to news, banking, programs and apps that enhance our day. The topic of Cybersecurity has been a topic of interest for individuals and businesses. Technology throughout the US and the world is a backbone
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2017 is just around the corner! Some interesting changes are ahead for businesses in California. In an article this week published by Gary Quackenbush in The North Bay Business Journal, they ask if we are ready? The list is comprehensive. Communication about these issues may come from your legal team, your HR department, or possibly
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Abraham Maslow had an impact upon me as a student and as a leader of people. Breaking down the components of what motivates human beings to seek fulfillment in all aspects of their lives has been of interest to me over the course of my career. To perform jobs, workers require core physiological needs being met:
Beware, cyber-criminals have become quite savvy in their attempts to lure people in and get you to click on a link or open an attachment. Staysafeonline.org provides valuable tips for us to recognize all year. Protection at home and at work takes diligence. Stay alert. The email they send can look just like it comes
Poof, you make up your mind and everything changes, right? Not always! This article from LifeHack provides 18 tricks to help make new habits stick. Suggestion – step by step. What do you wish to change? Why is this important to you? Are you ready to make a commitment to yourself? Build your confidence with
Have you ever been curious about your life span? Longevity is a topic that arises as we plan for our retirement. Will our resources cover us as we age? How do we plan for the unknown? Bloomberg posted an article yesterday that piqued my interest. Here is a recap of this article. “Americans increasingly need an accurate
Funny thing, blind spots are referenced often in life. What are blind spots? Merriam Webster provides three simple definitions: : an area around a car, truck, etc., that the driver cannot see : a tendency to ignore something especially because it is difficult or unpleasant : a small area at the back of the eye
Providing workshops throughout communities, I’ve learned how often we are ill-prepared for any disruption from our “normal” day to day lives. This has been a year filled with natural disasters, of random shootings, accident, illness and other disruptions. Keeping our sights on outcomes we can impact and on the many positive aspects of our lives
The Living Planner Advisory Perspective Series presents questions to professionals each month. We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. This month, let’s welcome Laura Roeder, a Registered Representative with Team Financial Partners, LLC. Laura is
