Blogs

A Coronavirus Checklist: Tips for Your Mental and Financial Health

As we all watch the latest news about the coronavirus, it’s easy to be scared about our physical and financial health. Some people may not leave their homes or allow children and grandchildren to play with others. Others, worried about a recession or financial meltdown, may be making major changes to their finances or investment accounts.

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Personal and Organizational Disruption - The S Curve and You

Whether growing or floundering, every organization reflects the individuals and leadership of which it is made.  At the same time, from top to bottom, from vision to execution, each individual evolves and becomes what they strive for as they reach their individual goals. What that means is that the organization is experiencing and reflecting what the individual employees and leadership are experiencing, and vice-versa. Take the S Curve as an example.    

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Bonuses only come once a year. How will you use yours?

Bonus checks will begin arriving during the next few weeks for millions of corporate executives and managers countrywide. While most people have anticipated this cash windfall, too many don’t have a clear plan on how to best save, invest and spend this money.

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Changing Jobs – is that grass actually greener?

The most common reason I hear people jumping ship to a shinier boat is for a “better opportunity.”  However, let’s unpack what a “better opportunity” truly looks like.

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Talent, Basketball and Comic Strips

“What is your unique ability?”   It’s an executive coaching question that gets asked a lot.  Questions like these are valuable because few of us take the time to ask and answer that question ourselves and leverage the answer

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Retiring Well: Keep that New Year’s Resolution!

Believe it or not, we are nearly two full months into 2020! How are those New Year's resolutions going? If you are like most of us, you have a goal of improving your health in some way this year. In case your motivation is waning, let me give you one more reason to focus today: your retirement years.

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New Savings Limits for 2020

As you turn the page to 2020, it is important to be mindful of changes to various savings limits set by the IRS and state tax authorities.

If you intend to maximize your savings to any one of the following accounts this year, be sure that you have verified with your HR department that you are on track to contribute the maximum amounts for 2020. 

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The SECURE Act: What Does it Mean to You?

If you were busy shopping for that last-second Christmas present or just enjoying an egg nog with family, you may have missed that Congress recently passed an interesting bit of legislation. On December 19th, the Setting Every Community Up for Retirement Enhancement (SECURE) Act – you can't make that up – was attached to a year-end appropriations bill keeping the government open for business, signed into law by President Trump effective January 1, 2020.

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Getting Involved With Charity as a Working Executive

The seventh episode of Taking Stock with Lisa Brown is Getting Involved With Charity as a Working Executive.

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Three Essential Money Tips for Executives

The sixth episode of Taking Stock with Lisa Brown is Three Essential Money Tips for Executives.

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