Today, let’s define and protect your a$$ets 🙂 Those pesky little details are enough to drive us crazy sometimes! Assets, policies and beneficiaries – oh my! When the topic of life planning comes up, there are two aspects to discuss. What you have and how you designate a beneficiary (who receives it later). Asset Defined […]
Define and Protect Your A$$ets! Read More »
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
Health Care Decisions Read More »
Losing someone you love changes your world. Losing someone in an instant is devastating.
Is hindsight really 20/20? So often we zip through life. There’s so much to do, care for and handle in each day. Do we make the time to reflect upon what works well or areas that could use a “tweak” in life? What if we could look back and use what we’ve learned to move
Hindsight is 20/20 in Life Read More »
Planning – ah, a phrase that inspires us or shuts us down! 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. It is
Planning – Track Progress Read More »
American Thanksgiving is upon us. Thanksgiving is my favorite holiday of the year! It was great when I lived and worked in Canada for four Thanksgivings to have two days a year to celebrate being thankful! If you’ll indulge me, I’d like to Talk Turkey with you today. No, not the literal turkey, although it
Ok gang, it is early November. Veteran’s Day is here. Thanksgiving is on the way. And, in California, we’re literally on fire 🙁 In the blink of an eye, a town in Northern California is reduced to ashes. Thousands received the call to Evacuate. Per It is devastating. In Southern California, a fire jumped the
The estate planning process can seem ominous, confusing and for many, we stop here. 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. What does this
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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.
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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