Holiday

Holiday

“A change is as good as a rest,” my mom was fond of saying. Though I didn’t exactly know what that meant growing up, as I got older and into my career routine, I came to understand the importance of that advice. Growing up we were never a family who could afford to go...
Some Answers ARE NOT the solution

Some Answers ARE NOT the solution

In meeting with a prospective client, I was reminded sometimes receiving an answer in no way offers the solution they needed. How many times do we face a situation where: We didn’t know what we didn’t know? Don’t know how to ask the right question to get to the...
Judgement

Judgement

  By all accounts she wasn’t a well liked employee—even after her death. Her husband even less so. She died by suicide. The owner and advisor at the time determined no life insurance would be payable. No claim submitted…done. Not so fast. Employee benefit plans...