Happy Independence Day Weekend! As a reminder, life is indeed a team sport! Those you select to be on your team will provide you with critical information to set-up your house in a way that supports you and your family. Choose wisely! This series continues with the questions we’ve been asking professionals this year. These […]
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Same sex marriage benefits Yesterday’s Supreme Court landmark decision officially sanctions marriage by all! This decision opens up benefits that had not officially been granted to many across the US. Attached is a link sharing important information about specific benefits that impact living our lives. In consideration of “The Business Side of Life”, I ask
Communication is a lifelong skill. I define communication as “mutual understanding”. In seeking to reach mutual understanding about all the facets of your day to day life; planning for when, where and how to communicate what you decide is an important facet of the planning process. Setting aside some time to get clear with ourselves,
The Uniform Fiduciary Access to Digital Assets Act (July, 2014) is important legislation for all of us with online accounts. We’ve evolved from previous generations who relied on paper transactions for bills, files, mail and photos! Today, we are online to communicate and store our information more than ever. This Digital Assets Act ensures account-holders
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As a verb, transition is defined in the present tense: “undergo or cause to undergo a process or period of transition.” I’ve been considering various transitions in life after talking with a previous colleague who mentioned that every transition is cause for planning. We are born; we go to school; we get jobs; we leave
We continue the Advisory Perspective Series after a short break. Have had the opportunity to experience a “live example” as we bid adieu to my mom this month. Will have current information to share in real time, as I continue closing out the life of a loved one. Now, back to the Advisory Perspective Series.
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April 16 is National Healthcare Decisions day, a time to raise awareness about the importance of advance care plans. Sometimes called an advance directive or living will, an advance care plan is a way to plan ahead for your medical care in case you cannot make your wishes known. The CDC site had a great
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We continue the Advisory Perspective Series this month. As a reminder, life is indeed a team sport! Those you select to be on your team will provide you with critical information to set-up your house in a way that supports you and your family. Choose wisely! I will continue with the series of questions we
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The Navy SEALs have a saying: “Get comfortable being uncomfortable.” If you can be comfortable being uncomfortable, you’ll be prepared to handle whatever situation comes along in your own life. The point is they stay focused on what they need to accomplish, despite how uncomfortable they feel. So in our daily lives, how exactly
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