We’ve seen much over the past weeks that lend consideration to “expecting the unexpected”. Situations beyond our control stretch us beyond our comfort zones. We are faced with unfamiliar circumstances and see the best in people/humanity or are stunned by dismal reactions. How might we be ready to be ready? Let’s start small. IF we […]
Practice makes Perfect Read More »
Companies have been impacted by outside hackers more frequently than we would like. Notable breaches into Yahoo, Adobe, Target, Anthem Insurance, and the US Office of Personnel Management have resulted in our personal data being stolen. Identity theft is a nightmare. Thieves who pose as you open new credit accounts, file phony tax returns, buy
Hacked? What can you do? Read More »
September, here we come! Before we blink, the new year will be upon us. Business/personal tax considerations impact financial results. Investing time with key professionals to work with you toward achieving what you’ve set out to do can make or break what you’ve worked hard to create. Professionals are trained in their areas of expertise.
Advisory Perspective Series – Theresa Klass Read More »
It is humbling to watch the power of a hurricane. This weekend, we see evidence of this with Hurricane Harvey in Texas. This hurricane grew to a Cat 4 as it slammed into the east Texas coast. It’s continuing impact is reeking havoc due to the deluge of rain and continuing winds. Watching the coverage
Starting from Scratch Read More »
Throughout life, we are presented with new experiences, new tasks and new learning. We learn to study/learn in school; when we buy our first car or house we learn about negotiation; when we seek a job we learn what it takes to find employment; to maintain a job we learn about leadership, teamwork, organization, time
Skills: Practice, Practice, Practice Read More »
Talking about accidents, illness or even death is not something that comes naturally for most. Amidst the diagnosis, situation or aftermath, there are a number of practical concerns that come at us all at once. Often we are ill-prepared for the practical needs, as we struggle to get through the day. There comes a time
Preparing for the Practical Read More »
Alzheimer’s is the Sixth leading cause of death. Current statistics reveal that one in three seniors will die with the disease. Researchers continue to search for prevention strategies, with funding provided to study the influence of diet, exercise, social and mental stimulation and other factors (age, genetics, environment, lifestyle and coexisting medical conditions) that may
June is Alzheimer’s and Brain Awareness Month Read More »
I participate in a networking group with a group of professionals across industries: legal, financial, insurance, home care, fiduciaries, funeral planning, assisted living, accounting and tax mitigation. We meet monthly to review live examples of cases of people who experience life’s realities and gather to provide input as to how we may in our professions
Post-retirement Health Needs Read More »
When you hear the words “what if”, what comes to mind? Do you link these words with “possibility” and begin thinking of all the good that comes to mind? Do you stop thinking entirely, avoiding the thought? Two little words, yet they can be a teacher for how we interpret our thoughts, reactions and life.
Over the years, life’s uncertainties have come into my life personally, or involving family, friends or a work situation. Having access to information is easier today than ever! Keeping this in mind, I seek your input today. The link below will take you to a survey. This survey focuses on two areas: a) Illness/accident and
Life’s Uncertainties Read More »
