Transitions

Quality of Life

Quality of life is a term used across industries. The focus of today’s blog is quality of life as it applies to YOU. How do you define living a healthy and comfortable life, and be able to participate in or enjoy life events? There are many topics we avoid in and about life. Quality of life came […]

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Transitions Are A Part of Life

Transitions are defined as, “the process or a period of changing from one state or condition to another”. As we prepare for a seasonal transition of summer to autumn, it seemed fitting to cover the transitions of life we undergo. Transitions In Life From Birth through retirement and advanced age, transitions are with us every

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Navigating Care Choices is Hard Work

Why does it have to be so difficult? When we are in “the situation” of navigating care choices for a loved one, it is hard enough. Now imagine you being older and trying to navigate care choices – what comes to mind? Fix it comes to mind immediately for me!! Realistically, it is important to

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Beneficiary Designations

Last week we discussed estate planning.  An important issue of estate planning is naming beneficiaries.  Beneficiary designations are often overlooked, as we can presume that it is covered within the will/trust itself.  Today, let’s consider the reasons to uncover the accounts that typically ask you to designate a beneficiary and what to think about when designating

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Impact

As we wrap up the Thanksgiving holiday in the US, giving thanks has dominated the week.  Gathering with family and friends; sharing food, stories and time together begins the kickoff of the holiday season. Have you ever considered the impact others have had in your life and the impact you have had in the lives

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2017 Digital Assets Update

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

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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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7 Life Skills Your Teen Needs to Be Independent

Summer is in full swing.  High School graduation parties lead to the preparation for a new class of 2020 to depart for an exciting time in their lives. Denise Witmer from verywell.com posted this article in May, 2016 to help your teens learn certain skills before move.  It’s a great reminder for us as we

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