Planning

Privacy and Online Accounts

The 2013 US Census Report reveals that 71% of US Households reported that they access the internet from home.  The Pew Center reports that 72% of Online Adults are Social Networking Site Users.  These statistics are staggering in comparison to comparable 1997 reports showing that a mere 18% of households reported they accessed the internet! […]

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The Importance of Reviewing Beneficiary Choices

After writing the “once and done” post last week, it is important to mention one area that is frequently overlooked, your beneficiary choices.  Time and time again we encounter the stories of someone who has named a person years back who is not longer their choice today.  This oversight can lead to unfortunate consequences. Why

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7 Life Skills Your Teen Needs to Be Independent

Summer is in full swing.  High School graduation parties lead to the preparation for a new class of 2020 to depart for an exciting time in their lives. Denise Witmer from verywell.com posted this article in May, 2016 to help your teens learn certain skills before move.  It’s a great reminder for us as we

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OpenIDEO Initiative

I’m participating in an OpenIDEO initiative that asks the question, “How might we reimagine the end-of-life experience for ourselves and our loved ones? IDEO is a design and innovation consulting firm in the San Francisco Bay Area. The challenge runs through July in collaboration with Sutter Health, Ungerleider Fund and HELIX Centre. Thought leaders from around

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Life Skills

What is the definition of a life skill?   A life skill is defined as a skill that is necessary or desirable for full participation in everyday life.  Digging deeper, Life skills are abilities for adaptive and positive behavior that enable us to deal effectively with the demands and challenges of everyday life, in other

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Shake, Rattle and Ready to Roll

What a week it has been in Southern California.  Fire broke out last Saturday and spread to 139 acres rapidly, within 5 miles of me.  Firefighters came from near and far, our community joined together to supply water and keep spirits with a major freeway closure.  After three days of intense activity, our lives resumed

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Adulting

What is adulting, you ask?  The Urban Dictionary defines it for us.  Adulting (v): to do grown up things and hold responsibilities such as, a 9-5 job, a mortgage/rent, a car payment, or anything else that makes one think of grown ups. Why discuss adulting?  Knowledge is power.  Learning about various aspect of life as

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Doctor-Patient End of Life Discussions

Beginning in 2016, Medicare now provides reimbursement for End of Life Discussions between doctors and patients.  Curious about the effectiveness of this policy, I began reading. Not surprising, numerous articles reference how uncomfortable doctors are having these conversations.  Doctors are trained to heal and to save, while seeing so often the impact of critical illness,

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The Living Planner Advisory Perspective Series – Plans in Place

Our featured professional this month for The Living Planner Advisory Perspective Series is Dean Finkenberg, the Founder and CEO of Plans In Place. He is a business leader, innovator and dynamic mentor with an impressive history as a senior executive in companies ranging from ground-level startups to businesses with over $500 million in annual revenues.

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