Planning

Sandwich Generation in the Workplace

Much has been written about the “sandwich generation”. On Mother’s Day, let’s honor those who are moms, who have moms and acknowledge all they do for so many! The sandwich generation faces caregiving from two sides of the coin: parents and children. Both sides are highly dependent upon them to act on their behalf. The […]

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“Smishing” – Be Alert

Alert, Alert, “Smishing” is a scam text alert from an unknown number that usually contains a link. Holy moly, as if we need more ways to be scammed 😒 Gizmo.com wrote about “Smishing” this week and I wanted to make sure you take precautions. How Does Smishing Work? Texts are sent (think SMS messages) by

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Quality of Life

Quality of life is a term used across industries. The focus of today’s blog is quality of life as it applies to YOU. How do you define living a healthy and comfortable life, and be able to participate in or enjoy life events? There are many topics we avoid in and about life. Quality of life came

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Secure Act 2.0

The Secure Act 2.0 passed the House of Representatives this week by a vote of 414-5. This piece of legislation moves now to the Senate. This bill was crafted to simplify the current retirement system and help workers save for retirement. Pay attention – sometimes what you plan is impacted by legislation! The original Secure

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Never Waste a Crisis

Crisis, a term we’ve become very familiar with these days. Reading an article from Chief Executive.net this week opened my eyes to a headline that read, “9 Ways Smart Leaders Never Waste a Crisis”. Yes, the word “crisis” can bring up thoughts of chaos and despair. Might it be possible to find a silver lining

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The Difference Between Urgent and Important

Urgency as a noun is defined as “importance requiring swift action” or “insistence/persistence”. Seeing what’s happening in Ukraine in real time shows us a situation that is urgent and important. A friend recently mentioned the “Eisenhower Decision Matrix” or the “Eisenhower Decision Principle”. It’s been years since I’ve reviewed this! It applies to so many

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New 1099 IRS Rule for PayPal and Venmo Transactions

Heads up! If you missed it, there is a new 1099 IRS Rule for PayPal, Venmo and CashApp transactions starting in tax year 2022. This rule impacts small businesses and self-employed people. Reading an article covering this information in Entrepreneur.com this week, I was reminded how important it is to stay alert and start documenting

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Traits of Emotional Fitness

What are the traits of emotional fitness and why are they important? Having and maintaining a healthy emotional life is an ongoing practice throughout life. These past two years have taken a toll on all layers of health. Emotional health and emotional fitness work hand in hand. Emotional fitness is important for bolstering mental health

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What About the Practical Aspects of Life?

Reviewing the most recent data showing that two of three American adults don’t have a will, it was time to dig deeper. Alas, there was no mention about the practical aspects of life. The data revealed information about ages and reasons “why people had not” drafted up a will, yet there was nothing covering our

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