Preparation

Step-in Readiness

Way back before “contingency plans” were discussed, my attention was drawn to the need to have an understanding of what a team member did, due to serious illness.  My creation of “step-in readiness” was born!  It’s funny now to look back at those times and see how it impacted my business life and personal life. […]

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Take Care of Business – Personal Edition

Q4 is here!  Where has the year gone?  A common refrain as we enter into the last quarter of the year!  How ready are you to take care of business? I’ve returned from a conference with amazing women who are all pursuing their professions with gusto.  Time and time again, we ask ourselves if we

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National Update: Changes Ahead – Taxes

What do they say?  The two things we cannot avoid are death and taxes?!  Taxes are the topic we will consider today.  Taxes touch our lives when we make money, spend money, own property and invest.  As we approach Q4, let’s consider a few specific areas to review to make sure we are on target

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National Update: Changes Ahead Medicare Supplement Plans and Credit Freezes

As Q4 approaches, there are changes ahead to existing programs for 2019 that may impact you and/or your families.  So we stay on top of what’s happening to consider how best to proceed, let’s take a look at what has been announced thus far. Medicare Supplement Plans  Reuters reported this week that Medicare Supplement Plans

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Communication – It Takes Two

Communication is a something we do everyday.  We chit chat.  We talk.  We listen.  All of this can occur in casual circumstances, in business settings and at times in formal settings. Let’s consider for a minute the differences between listening and hearing.  The sentences below contain both listen and hear and shows the contrast: I listened

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Who’s on Your Team?

Teams – when you think of a team, what do you think of?  Sports?  Work?  Health?  If I were to ask you about your personal team, what would your response be? We’re going to focus on what you can concentrate on starting today to plan for and assess what you have in place for you

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2018 Business Trends to Watch

For anyone who is in business or does business, keeping up with trends can be exciting and daunting!  Change is underway at lightening speeds.  The issues on my watch list this year and into next year include:  Technological; Geo-political / Trade / Regulatory; Financial;  Shopping, Selling and Advertising, These issues all come into the picture for

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Like a Root Canal

Picture this – a beautiful sunny, warm Southern California late afternoon.  Sitting outside with a client, we were talking about life, business, families.  Out of the blue, I was asked “Why do you do what you do?  It’s like having a root canal”!  Laughter bubbled out of me as I replied, “I guess it makes

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Let’s Get Personal About Care When You Need It

Have you ever been the one who has been the “go to” person for another when they were admitted to a hospital?  Have you ever needed help from someone when you were in the hospital? Today we’ll discuss “Care” – for you or by you. If you haven’t experienced this role as yet, you may

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Contingencies

Contingencies are a topic near and dear to my heart.  Why is a deeply personal reason.  Because it is so much easier to think about, plan for and practice for when we are not immersed in a crisis situation.  After 1st hand experience at home and work, if given a choice, I choose advanced preparation 100

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