When they hear the phrase “estate planning”, many people assume that the information that follows is for the wealthy. After all, most people don’t think of their money and property as an estate. But estate planning isn’t just about who gets what when you die. It also covers things like who makes decisions about the […]
Law
The Don’ts We Need To Do – Never Be An Accomplice
When I first gave this talk, and mentioned the title, someone immediately raised their hand and said, “You mean a victim!” I intentionally used the word accomplice because I believe that many times our mental state makes us an unwitting accomplice. We set ourselves up for problems; sometimes we get overloaded with life and sometimes […]
Phishing Email: It’s Like Shooting Phish In a Barrel
Phishing email … it can cost you dearly if you fall prey to it! We’re all busy getting prepared for the holidays, watching Hallmark movies, watching more Hallmark movies, and some even watching actual snowflakes; but there is also the Grinch, literally trying to steal our Christmas out from under the Christmas tree. Phishing is […]
Shake, Rattle, and Roll
Shake, Rattle, and Roll is the title of the Bill Haley hit from the fifties, but it could be so much more. It could also be a tactic to fend off an attack or even, to save your life. Recently, I assisted in teaching a class of twenty-eight women on self-defense. We taught the women […]
Still Waiting for the Happy New Year
It seems, this year, that we have heard nothing but bad news. So, with that being said, I’m feeling pretty sad. The holidays have arrived, a time when everyone should be appreciating the fun, the family, and the ridiculous sweaters. I’ve tried to be happy, but a few weeks ago a train in Washington state […]
Am I Too Old to Be “#MeToo”?
One of my dearest clients was in my office last week to discuss some financial planning, and as we began, she started crying. She had recently read one of my blogs and she’d also take one of my self defense courses. As I pushed the tissue box towards her, I asked her in a muted […]
No Phishing for Christmas
This time of year, we’re busy preparing for the holidays. But, there’s a Grinch trying to steal Christmas. It’s a phishing scam. Here are some tips to keep safe.
Open Enrollment or an Open Door?
Recently, my clients have been calling for help. They are getting a lot of phone calls and mail about their Medicare and supplemental insurance.