Readiness

Health Care Decisions

It’s that time of year once again … let’s get beyond taxes and explore health care decisions!  16 April, 2018 is National Health Care Decisions Day!  This day exists to inspire, educate and empower the public and health care providers about the importance of advance care planning.   Yes, advanced care planning involves legal documents to […]

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Tax Considerations for Individuals

We are one month away from individuals filing 2017 taxes and today we’ll discuss taxes for the longer term.  Yes, in 2018 the new provisions passed by Congress in December, 2017 will take effect.  Coverage of these provisions has highlighted the impact to companies and businesses. Today, we will consider the impact of these new

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Planning for Interruptions

Wellbeing is a broad topic.   Consider this definition, “The state of being comfortable, healthy or happy.”  Ah, let that sink in – feels pretty good, doesn’t it? Today, let’s think about our day to day life.  When our pattern, routine and activities are interrupted by unplanned events at home and/or work, there is impact.  Each

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National Issue: RAISE Act

On January 9, 2018 Congress passed HR3759 / S1028 the Recognize, Assist, Support and Engage Family Caregivers Act (RAISE).  The RAISE Act aims to help the relatives and partners who provide medical, household and financial assistance to loved ones.  The bill is on the President’s desk awaiting signature.  It could affect employers of more than

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Insurance Itemization

Natural disasters hit the US hard in 2017.  The National Oceanic and Atmospheric Administration estimates the economic impact from these natural disasters was $306 Billion dollars. Individuals impacted by the hurricanes and wildfires faced the daunting task of beginning administrative tasks of filing claims, often with no physical record of their belongings.  During personal tragedy,

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Prioritization

Our days are filled.  Time is a precious resource.  Busy does not equate to results.  Haven’t we all heard, seen and experienced this?  Struggling to balance everything on our plates can be overwhelming, especially when reviewing items of importance at work and home. The upcoming year end activities may add to the mix.  Deadlines, quarterly

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If you were away from work

We rely on schedules in daily life.   The busier we get, the juggling between activities occurs naturally, living a life of its own?!  Alas, we rely on routines, patterns of behavior, actions and responses to help us manage everything we do.  Think stimulus/response … Auto-pilot can be helpful  – the less we have to think,

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Passport Awareness

Did you know that September is “Passport Awareness Month”?  I uncovered this fact while reading from the US Department of State website recently. This awareness campaign was formed to educate and inform travelers about upcoming changes to travel identification requirements for domestic flights.  As someone who has had a valid passport for 30+ years, the

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