The Importance of a Healthcare Advocate

The Importance of a Healthcare Advocate

Several years ago, when my husband had a stroke, my eyes were opened to the importance of having a healthcare advocate. It was very clear how a patient needs someone to navigate the healthcare system and be a second set of eyes and ears. After that, came the care coordination role – organizing doctor appointments, testing, procedures, medications, and more.

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Everyone Defines Happiness Differently: What's Yours?

Everyone Defines Happiness Differently: What's Yours?

The holiday season is a time to be spent with our loved ones. But sometimes it can feel more like we’re going to our high-school reunion. Perceptions run deep, especially when you don’t see each other often.

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A Financial Jam

A Financial Jam

I recently read that only 32% of all households have a relationship with a financial planner. (Journal of Financial Planning, Sept 2017) Let’s be clear, we’re not talking about a relationship with a financial advisor that just makes investment decisions;

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What I Learned From This Year's Investment Conference

What I Learned From This Year's Investment Conference

Having had the opportunity to attend the annual Schwab Impact conference in October, I found it to be invigorating and insightful. Those three days exposed me to a very eclectic range of speakers, from former U.S. Labor Secretary, Robert Reich, to Magic Johnson, who is not only a legend on the court, but a visionary in the business world. 

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