As Q4 approaches, there are changes ahead to existing programs for 2019 that may impact you and/or your families. So we stay on top of what’s happening to consider how best to proceed, let’s take a look at what has been announced thus far. Medicare Supplement Plans Reuters reported this week that Medicare Supplement Plans […]
National Update: Changes Ahead Medicare Supplement Plans and Credit Freezes 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 »
Making a decision about how many deductions to take from your paycheck is often unclear. The changes in the tax law for 2018 make this a vital issue for all. If you withhold too much, you may receive a tax rebate; yet withhold too little and you may owe the IRS at tax time. Check
Deductions, Contribution Limits and Summertime! 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
Online shopping taxes in 50 states and over 3000 counties across the US has become reality for businesses – small and large with the recent Supreme Court decision. States and counties have been searching for ways to boost their revenue streams. Online retailers and marketplaces are now faced with compliance to collect tax on orders placed
Does the Supreme Court Decision About Online Taxes Impact You? Read More »
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 »
Have you ever been the one who has been the “go to” person for another when they were admitted to a hospital? Have you ever needed help from someone when you were in the hospital? Today we’ll discuss “Care” – for you or by you. If you haven’t experienced this role as yet, you may
Let’s Get Personal About Care When You Need It Read More »
Contingencies are a topic near and dear to my heart. Why is a deeply personal reason. Because it is so much easier to think about, plan for and practice for when we are not immersed in a crisis situation. After 1st hand experience at home and work, if given a choice, I choose advanced preparation 100
Let’s talk about a topic today we would all prefer not to discuss, incapacity. If we were “down and out” for any amount of time, what do we need to do in advance to help us come through it? We all have blindspots – today we will bring to light an area often avoided while
Prepare for Incapacity Read More »
