resources

Longevity

Have you ever been curious about your life span?  Longevity is a topic that arises as we plan for our retirement.  Will our resources cover us as we age?  How do we plan for the unknown?  Bloomberg posted an article yesterday that piqued my interest.  Here is a recap of this article. “Americans increasingly need an accurate […]

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The Living Planner Advisory Perspective Series – Shoup Legal

The Living Planner Advisory Perspective Series presents questions to professionals each month.  We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. This month, it is my pleasure to introduce Andrea Shoup of Shoup Legal. Andrea K. Shoup

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Tips for Identity Theft Protection

The California Department of Justice provides the top ten tips for identity theft protection for consumers.  Such valuable information for us to review and evaluate for our personal and business information. “An identity thief takes your personal information and uses it without your knowledge. The thief may run up debts or even commit crimes in

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OpenIDEO Initiative

I’m participating in an OpenIDEO initiative that asks the question, “How might we reimagine the end-of-life experience for ourselves and our loved ones? IDEO is a design and innovation consulting firm in the San Francisco Bay Area. The challenge runs through July in collaboration with Sutter Health, Ungerleider Fund and HELIX Centre. Thought leaders from around

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Life Skills

What is the definition of a life skill?   A life skill is defined as a skill that is necessary or desirable for full participation in everyday life.  Digging deeper, Life skills are abilities for adaptive and positive behavior that enable us to deal effectively with the demands and challenges of everyday life, in other

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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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The Living Planner Advisory Perspective Series – Destination Sleep

The Living Planner Advisory Perspective Series presents questions to professionals each month.  We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. This month, it is my pleasure to introduce Shawna Rose, the Founder of Destination Sleep in

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The Living Planner Advisory Perspective Series – Plans in Place

Our featured professional this month for The Living Planner Advisory Perspective Series is Dean Finkenberg, the Founder and CEO of Plans In Place. He is a business leader, innovator and dynamic mentor with an impressive history as a senior executive in companies ranging from ground-level startups to businesses with over $500 million in annual revenues.

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