Planning

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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Coming of Age

Coming of age signifies becoming an adult.  In the United States, the majority of states designate the age of 18 as the age for a young person to be considered an adult.  In the states of Arkansas, Nevada, Ohio, Tennessee, Utah, Virginia and Wisconsin the age is either 18 or when one graduates from high

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The Living Planner Advisory Perspective Series – Personal and Business Insurance

The Living Planner’s monthly Advisory Series in March features Erin Furlong, from Danmar Insurance Services in Temecula, CA. Danmar is a family owned and operated insurance agency established in the late 1970s as a means to provide quality multi-line insurance to the Southern California area.  They have since expanded our ability to write insurance in

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AVOIDANCE

What is the “psychology of avoidance”? Curiosity drove me to gain an understanding of why people stay away from particular situations, activities, environments, people, things or subjects of thought. After reading journal articles from educational institutions and from behavioral specialists, the findings thus far are: a) anticipation of negative consequences;  b) anticipation of painful feelings;

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Heart to Heart Talks

Today’s blog comes to you early in the new year with a topic that fascinates me – Communication.  Particularly, communication about planning health care directives. The topic of communication can be defined in many ways.  Merriam Webster defines communication as: the act or process of using words, sounds, signs, or behaviors to express or exchange

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The Living Planner Advisory Perspective Series

Various professionals serve us throughout our lives.  This Advisory Perspective Series was created to allow you to see “behind the curtain” and get to know professionals.  As you build your team in life asking questions to get to know them, what they do and how they will support you moving forward is so important.  Select

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