For those who’ve known me a while, you know this is an important topic to me. Our data, information and privacy at home, work and for business remains a critical issue for all ages. Let’s start off by reviewing the differences between protecting our data, information and privacy. Terms are often confused and/or used interchangeably, […]
Data, Information and Privacy Protection Read More »
The top three lessons learned from the Pandemic were the importance of having an emergency fund, paying down debt and discussing finances with others.
Top Three Financial Lessons Learned From the Pandemic Read More »
Fraud and data breaches are back in the news with the recent Marriott breach that hit the news this week. During the holidays, it is estimated that fraud attempts increase 30%. Fraud protection is a way of life and as the holidays approach, be especially vigilant with these tips. 1. Keep a close eye on
Fraud Protection During the Holidays Read More »
Next Gen / All Gen Protection is a topic near and dear to my heart. In the eyes of the law, when a young adult turns 18, parents/guardians no longer have the legal right to obtain medical information about the young adult even if they are under your insurance and/or you are paying the bill.
Next Gen / All Gen Protection Read More »
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
Prepare for Estate Planning – Layperson’s Perspective Read More »
In the workforce or at home, do you tend to “go solo” or work as a “team”? When thinking about communication, how often do you consider the inherent value of combining your thoughts with others to maximize your results? Let’s consider the power of synergy beginning with defining the word. Merriam Webster defines synergy +
Communication – Synergy is Powerful Read More »
Have you considered a “life review” recently? How often do you change the oil in your car? How about your tires? What about having a medical check-up? Do you schedule check-ups on a regular basis? It’s become clear that while we may schedule reviews of our physical selves or things we own, we may not
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
Who’s on Your Team? Read More »
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
Merriam-Webster defines delegation as: “1) the act of empowering to act for another (i.e. responsibilities) and 2) a group of persons chosen to represent others.” For the purposes of today’s blog, let’s dive into the first definition, “the act of empowering to act for another”! When you go about your daily life, do you have
Delegation – Empowering Others Read More »
