Niche Insights

two people working on laptops

How to Maximize Retiree Benefits

You may have noticed that Vanguard was in the news this month for eliminating retiree medical reimbursement accounts for current and retired employees. Retirees collaborated in a private FaceBook group to break the story...

Be Prepared for

Download My Free Contingency Planning Kit to start creating your plan with these 3 trusted tools:

Midwest Architecture Community Collaboration Annual Conference

Date: November 4, 2021 Register today to join Mary Beth at this virtual event to learn how to Keep Your Business & Life Running Smoothly During an Emergency
This is the new wood rack that we built in a more easily accessible location

Reassessing Your Home-keeping Habits

Once you start contingency planning, it's hard to know where to stop. Planning for the unexpected becomes part of how you see the world and how you organize your life. Last...
Photo by Marisol Benitez on Unsplash

How to Store Your Vaccination Card

One example of how our contingency plan evolves is how we now need to determine our storage strategy for our Covid vaccination card. When I received my second shot, the...
Photo by Sharon McCutcheon on Unsplash

How to Prevent Family Fraud

As you may already know, I get to work with the best clients. The people who work with me are often motivated by compassion for their business partners and family...
Fireproof Safe

How to Choose a Fireproof Safe for Your Home or Business

When exploring fireproof safe options, there are many variables to consider. Sometimes there are so many choices that people decide not to buy a safe, risking the privacy and security...
Attorney, Lindsay Schoeneberger shares estate planning strategies

What You Need to Know About Estate Planning & How to Get Yours in Order

An interview with Lindsay M. Schoeneberger, RUSSELL, KRAFFT & GRUBER, LLP Background: Lindsay and I met earlier in 2020 when mutual connections introduced us, and we collaborated on a webinar...
Use what you've learned this year to propel your planning for the future.

Three Things You Can Do Today to Prepare for an Emergency

Photo by Austin Chan on Unsplash There's no denying it. Whether you’re a business owner or not, 2020 has taught us that we all need to be prepared, at least...

Analog or Digital Contingency Plan – What’s Right for You?

In this digital age, creating an online plan for an emergency may seem like a no-brainer. Let's dig a little deeper to assess the differences. What are the options? Contingency...

Farming in February

Years ago, I would rise early Saturday mornings to make muffins from scratch and surprise neighbors with small batches. One neighbor would say, “You should live on a farm!” Although...