As promised last week, this week we’ll dive into the storage of your important documents. This week I explored a product I’ve heard lots about of late and I go into detail about it below. Over the years, I’ve stored my important documents in a large binder and stored them in a fireproof safe. When […]
Important Document Storage Read More »
It is humbling to watch the power of a hurricane. This weekend, we see evidence of this with Hurricane Harvey in Texas. This hurricane grew to a Cat 4 as it slammed into the east Texas coast. It’s continuing impact is reeking havoc due to the deluge of rain and continuing winds. Watching the coverage
Starting from Scratch Read More »
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
Online accounts and what happens to them after we die / or if we are incapacitated is a subject that impacts a majority of people. Today, I want to write about the passing of a new law in California. As we wait for national legislation for Fiduciary Access to Digital Assets, we live in an
2017 Digital Assets Update Read More »
Valentine’s week is upon us! Happy Valentine’s Day to you and yours 🙂 Our Advisory Perspective series provides you with a perspective of how to prepare for meetings with professional advisors. This month, I would like to introduce the President and CEO of Communication Works, Mindy Bortness, Increasing your Employee ROI.™ Mindy is a recognized leader
The Living Planner Advisory Perspective Series – Mindy Bortness, Communication Works Read More »
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, let’s welcome Laura Roeder, a Registered Representative with Team Financial Partners, LLC. Laura is
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. Considering our financial picture involves gathering a strong team. This month, it is my pleasure to
The Living Planner Advisory Perspective Series – Financial Accounting Services Read More »
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
OpenIDEO Initiative Read More »
Various professionals serve us throughout our lives. This Advisory Perspective Series was created to allow you to see “behind the curtain” and get to know professionals. As you build your team in life asking questions to get to know them, what they do and how they will support you moving forward is so important. Select
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