Add your tantalizing lead magnet text here
Add your byline further explaining what they will get here.
As you gear up for the New Year, you may be thinking about when you’ll make the 2023 updates to your contingency plan. The first quarter-ish is usually a good time of year to take care of this essential yet mundane work since you’re gathering paperwork to complete your taxes. How will you incentivize yourself to set a date on your calendar and…Read More
Why would a girl from West Philly and corporate retiree apply to speak at the Pasa Sustainable Agriculture conference? The short answer is they’re my people. It’s challenging to think of a group of entrepreneurs more essential to America than farmers, CSA owners, restaurant owners, food distributors, and shop owners. The majority of these business…Read More
I 💜 Millennials!
One of January’s highlights is reading Caring.com’s estate planning survey results for the prior year.
And the headline says it all:
For the First Time, Caring.com’s Wills Survey Finds that Younger Adults Are More Likely to Have a Will than Middle-Aged Adults
Date: July 7 to 9, 2022 Attend this conference specifically designed for mental health group practice owners. In this interactive session, I will share the essential elements of Creating a Business Contingency Plan.Read More
Date: Friday, February 11, 2022 Join me at the in-person conference. I’ll be hosting a workshop on How to Keep Your Business (and Your Life) Running Smoothly in an Emergency.Read More
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 to key media outlets. Vanguard responded by reinstating the benefit for retirees and is “recalibrating” the benefit for the current crew. https://www.wsj.com/articles/vanguard-rolls-back-plan-to-cut-retiree-benefits-11633987332?fbclid=IwAR3NRumAmEgZiJbHUNHuo3AXYGf1jclryR52ZDCff0jQ3Ef_2QETrB2ggno While the financial stress of…Read More
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 year I was determined to use the pandemic lockdown efficiently. For me, that meant having two elective surgeries that I had been putting off. To prepare…Read More
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 gentleman ahead of me had lost his vaccination card. The people staffing the pop-up site had no suggestions for getting a new card, and they…Read More
One of the most challenging conversations is when a client contacts me because their money has been stolen. Frequently the the thief is a family member.Read More