Independence Day Edition 2014 Newsletter

Laura K. Meier
Creating estate, business, and life plans that ensure a family’s complete protection and well-being.
 Personal Note From Josh and Laura
Conrad Meier
We hope you are doing great. We had a very exciting weekend watching our oldest son Conrad play in his all-star baseball games, followed by our niece's baptism. We are also enjoying having family in town for the upcoming holiday weekend!
We hope you have an exciting 4th of July full of fireworks, celebrations, and lots of family and friends. To make sure you start the weekend with a bang, follow this week's quick-step to help you prepare for the holiday weekend.

Happy Fourth of July!
All the best,
Interesting Image
Weekly Quick-Step For the Prosperous Family
What it is: By preparing for a holiday weekend, you can stay productive leading up to the weekend, enjoy your time off, and be ready to hit the ground running on Monday morning.

Why we need it: Everyone loves an extra day on the weekend! More time to have fun, spend time with the family, and just take a break from the normal routine. But what inevitably happens is that we spend too much of our weekend thinking about the upcoming week, and we don’t enjoy the holiday as much as we should. This is equally as true for those getting a break from the office as it is for those stay at home parents balancing all their kids’ activities. By preparing for our time off, we can actually enjoy it!


Estimated Time: 1-2 Hours


How to do it:


1. Make a To-Do List. Prepare a list of to do items for Monday when you return to your normal work and home routine. By writing things down you won’t have to try and remember it during the weekend, allowing you to really relax and take your mind off your work and everyday responsibilities.


2. Clean Your Desk and Home. It’s nice to have things in order before taking a holiday. By cleaning up your work space or your home ahead of time, you feel a sense of accomplishment and don’t have to visually look at future tasks waiting for you. Nothing will kill your motivation for the new week like having a mountain of laundry to do or a huge mess on your desk!


3. Empty Your Inbox. There are few feelings like that of having a completely empty inbox- nothing pending, nobody awaiting responses. If you can clear out your inbox by Thursday you will be able to enjoy the 4th without things piling up!


4. Confirm Your Appointments. Whether you have a full day of meetings, or you have to take the kids to camp, make sure your schedule is up to date before the 4th. You’ll have the peace of mind of knowing what to expect after the weekend, and your appointments will probably be grateful to have everything confirmed as well.


5. Disconnect For The Holiday Weekend. Disconnecting can mean leaving your briefcase at the office, not checking email, turning off your cellphone, or not checking Facebook or the news. This allows you to fully enjoy the holiday without outside disruptions. If “shutting down” seems too extreme, try limiting outside distractions to 30 minutes per day at a set time, so you are otherwise freed up to relax and enjoy the moment.


We hope you have a very fun, safe, and relaxing Fourth of July!

Featured Article
When you were a kid, your parents probably dreaded the talk they had to have with you. You know the one. Well, now that you are an adult, there’s a talk you need to have with your parents that is likely to be just as awkward – which is why so many of us put it off.

It’s about money. Specifically, your parent’s money. The money that may become yours one day. Or may not.


Whether you or your parents think it’s none of your business, it is. You are most likely the one(s) who will need to deal with all the financial issues your parents leave behind when they become incapacitated or after they die.


Not knowing anything about their finances will place you at an immediate disadvantage, making what will be a hard job almost impossible.


So how do you get the conversation started? Click here for some tips.

Upcoming Events
Join us at an upcoming event this month and invite a friend to come! It's always great to see you.
CPA CE Workshop - 1 hour CE Credit
Event: "Six Essential Estate Planning Strategies Every Busy Professional and Their Clients Need to Know."
Date: July 17, 2014
Time: 11:30am - 1:30pm (Lunch Provided)
Location: Signature Resources - 2601 Main Street, Suite 700, Irvine, CA 92614
All CPAs are welcome to attend.
Contact Bonnie at 949.718.0420 or [email protected] to register.
Would you like us to conduct a workshop for your group?
We currently have one workshop opening for the end of July. If you are interested in hosting a workshop, please call Bonnie at 949.718.0420 or email her at [email protected].
Thank You
We want to sincerely thank Gary Belz for referring the Craib family.
We want to sincerely thank the Boys and Girls Club of Laguna Beach for hosting our Kids Guardian Workshop last week and our client Monica Silva for setting up the event.