Weave more of what you love into everyday life

FAMILY & LIFESTYLE How to mindfully incorporate your favorite things in your day to day A recent study found that Americans rated listening to their favorite song, enjoying a nice dinner and watching their favorite movie as the top three “little things” that bring joy. While they’re all pretty easy to incorporate into life, more […]

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Protect Your Privacy on Social Media: How much is too much?

TECHNOLOGY & INNOVATION Follow these tips for protecting your privacy on social media. In 2020, there were 3.96 billion active users on social media and the number keeps growing. Whether it’s to find a place to eat, stay in touch with friends or family, or connect with industry peers to gain knowledge for your career […]

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Making the Most of Medicare’s Open Enrollment Period

RETIREMENT & LONGEVITY Ask yourself a few questions to make sure you’re getting the most from Medicare. Mark your calendar for Medicare’s open enrollment season: between Oct. 15 and Dec. 7, you are able to make changes to your Medicare Advantage plan and prescription drug coverage. During this time, you can change from Original Medicare […]

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From the Desk of Kelli…

My Grandfather’s Hidden Treasure and a New Picture Our office just hung a new piece of art from a local artist. It’s a photograph taken by his grandson when he was 13. It’s a lovely picture taken in the Olympic National Park, peering through several large cedars along a rocky river. I had a few […]

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The Vital Role of Self-Advocacy in Healthcare

FAMILY & LIFESTYLE Get off the sidelines when it comes to protecting your greatest asset: your health. When faced with a health issue, we turn to our doctor and other healthcare specialists for information, support and a positive resolution. But when you head to an appointment, do you go armed with research gleaned from reputable […]

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Staying the Course

Clients, I recently received this chart that I would like you to review. Please see the below PDF attachment. It contains a lot of information; but it’s the first chart that is most important. You have heard me say many times that I work with and invest my clients’ money on a “macro economic” level. Staying […]

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