Readiness

Shake, Rattle and Ready to Roll

What a week it has been in Southern California.  Fire broke out last Saturday and spread to 139 acres rapidly, within 5 miles of me.  Firefighters came from near and far, our community joined together to supply water and keep spirits with a major freeway closure.  After three days of intense activity, our lives resumed […]

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Adulting

What is adulting, you ask?  The Urban Dictionary defines it for us.  Adulting (v): to do grown up things and hold responsibilities such as, a 9-5 job, a mortgage/rent, a car payment, or anything else that makes one think of grown ups. Why discuss adulting?  Knowledge is power.  Learning about various aspect of life as

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Doctor-Patient End of Life Discussions

Beginning in 2016, Medicare now provides reimbursement for End of Life Discussions between doctors and patients.  Curious about the effectiveness of this policy, I began reading. Not surprising, numerous articles reference how uncomfortable doctors are having these conversations.  Doctors are trained to heal and to save, while seeing so often the impact of critical illness,

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The Living Planner Advisory Perspective Series – Personal and Business Insurance

The Living Planner’s monthly Advisory Series in March features Erin Furlong, from Danmar Insurance Services in Temecula, CA. Danmar is a family owned and operated insurance agency established in the late 1970s as a means to provide quality multi-line insurance to the Southern California area.  They have since expanded our ability to write insurance in

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Journey of work, life, saving, spending and … retirement!

There is a new 72 page report out from JPMorganfunds.com entitled The Millennials I found referenced in Forbes this week.  The focus is on the journey from savings until retirement. After listing numerous challenges (student debt, global challenges for jobs and government pressure in the US to reduce “entitlements”), this is the line that spoke

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