resources

Collaboration

I’ve come from a retreat with Appreciation Financial’s Women of Wealth.  We explored our purpose, our why and how together we can do much more together.  It was a powerful week. Collaboration is a word I’ve embraced for decades.  It aligns with synergy, partnership, teamwork and allows us to go beyond what is possible when […]

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Freedom

In 1775, residents of Great Britain’s 13 North American Colonies and the Colonial Government entered into the American Revolution.   France entered into this war in 1778 to help the North American Colonists, turning this into an international conflict.  In 1781, with the help of the French, the Colonists forced the British into surrender, although the

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June is Alzheimer’s and Brain Awareness Month

Alzheimer’s is the Sixth leading cause of death.  Current statistics reveal that one in three seniors will die with the disease.  Researchers continue to search for prevention strategies, with funding provided to study the influence of diet, exercise, social and mental stimulation and other factors (age, genetics, environment, lifestyle and coexisting medical conditions) that may

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Medicaid Information / Facts

In business and in life, I’ve come to understand the value of expanding my awareness through learning information and facts.  These days it seems that finding information and facts is a process of sifting through opinions.  How we determine fact from fiction amidst growing sources today is akin to “finding the needle in a haystack”!

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Special Needs

Eunice Kennedy Shriver is known as a leader in the worldwide struggle to improve and enhance the lives of individuals with intellectual disabilities.  Eunice Mary Kennedy Shriver, DSG was the founder in 1962 of Camp Shriver which started on her Maryland farm known as Timberlawn and, in 1968 evolved into the Special Olympics. Eunice Kennedy

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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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Debt and Death

Debt and Death: What Happens? What happens to your debts after you die depend on various factors:  what type of debt is it; what is the marital status; was there a co-signer; is the state of residence a “community property” state; and the specifics of the estate left behind.   Dealing with debt at any time

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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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The Living Planner Advisory Perspective – Rosie Fox, Certified Grief Specialist

As we prepare for the holiday season, many of us may have traditions that include being with loved ones.  For those of us who have experienced the loss of loved ones, changes in the celebrations are marked. Loss comes in many forms.  Dealing with grief and loss is something most people have to do sometime

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