Preparation

Post-retirement Health Needs

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 […]

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What if …

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.

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Life’s Uncertainties

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

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Protect Against Tax Identity Theft

It’s that time of year again … tax time!  Assembling what we have earned and spent the year before is upon us to complete the requisite tax filings. Fraudsters seek to enter this season by obtaining names, social security numbers and other personal information to obtain a refund.  If they “beat us to the punch”,

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The Living Planner Advisory Perspective Series – Windus Fernandez Brinkkord

The Living Planner Advisory Perspective Series provides you an opportunity to meet professionals who play a role in crafting strategies and plans for your life. This month, the focus is on financial planning.  Financial planning allows us to provide a road map for our money.  When we create cash; having plans to help budget, invest

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Departmental Readiness

In your business, have you made plans in case of accidents, illness, incapacity and/or death of key employees?  Working “on the business” vs. “in the business” allows us to establish a game plan to sustain the impact should there be an impact within your business. Part of a business’ growth is the deployment of separate

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2017 Digital Assets Update

Online accounts and what happens to them after we die / or if we are incapacitated is a subject that impacts a majority of people.  Today, I want to write about the passing of a new law in California. As we wait for national legislation for Fiduciary Access to Digital Assets, we live in an

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What if …

This week I stumbled upon an article.  If you’ve followed me for any period of time, you understand that I am an advocate for creating awareness about the practical aspects of life.  Consider me the “lay person interpreter” to help you understand what the “legalese”; “financialese”, “healthese” means in real life/practical terms. The statistics I

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