Preparation

Who’s Your Advocate?

Who’s got your back? Who are your advocates? Broad questions, I know ๐Ÿ™‚ Important questions when considering the importance of maintaining good health and staying on top of your finances. Yes, who are your advocates or who are those who’ve got your back? In this crazy world that turns on a dime, having someone in […]

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Return Home Safely After a Disaster

Recently CalFire (ReadyforWildfire.org) sent out information about how to return home safely after a fire. This helpful information could also be used after other natural disasters (ie, tornado, flooding, hurricane, earthquake, et al). It’s important to stay informed as things “heat up” this year. NOAA.gov keeps track of Billion-Dollar Weather and Climate Disasters. The below

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Define and Protect Your A$$ets!

Today, let’s define and protect your a$$ets ๐Ÿ™‚ Those pesky little details are enough to drive us crazy sometimes! Assets, policies and beneficiaries – oh my! When the topic of life planning comes up, there are two aspects to discuss. What you have and how you designate a beneficiary (who receives it later). Asset Defined

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Health Care Decisions

National Health Care Decisions Day was Friday, April 16th! Health Care decisions involve decisions for all adults from the age of 18. To date, 60% of Americans have yet to document their health care decisions. If you are in the 40% – Bravo! How about this year, we all make an effort to make sure

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Planning – Track Progress

Planning – ah, a phrase that inspires us or shuts us down!ย  As the end of the year draws near, let’s think about plans we have that we’ve yet to complete, those we’ve completed and those we’ll add to the 2019 list! We develop plans to reach overall goals at home and work.ย  It is

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Talk Turkey

American Thanksgiving is upon us.ย  Thanksgiving is my favorite holiday of the year!ย  It was great when I lived and worked in Canada for four Thanksgivings to have two days a year to celebrate being thankful!ย  If you’ll indulge me, I’d like to Talk Turkey with you today. No, not the literal turkey, although it

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Evacuate

Ok gang, it is early November.ย  Veteran’s Day is here.ย  Thanksgiving is on the way.ย  And, in California, we’re literally on fire ๐Ÿ™ย  In the blink of an eye, a town in Northern California is reduced to ashes.ย  Thousands received the call to Evacuate.ย  Per It is devastating.ย  In Southern California, a fire jumped the

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Prepare for Estate Planning – Layperson’s Perspective

The estate planning process can seem ominous, confusing and for many, we stop here.ย  Learning how to prepare for estate planning from a layperson’s perspective can help unravel the process and provide you with information to proceed with more confidence. Today in America, approximately 60% of Americans have not created a will/trust.ย  What does this

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