Lanai Financial Solutions

We would like to take a moment to wish our wonderful Christine a VERY HAPPY BIRTHDAY!! Christine, you are an amazing mother, wife, friend, daughter, sister and boss and we are SO LUCKY to know you and love you! You bring so much light and happiness to all you do, and to all you know! The world is definitely brighter with you in it. Thank you for being born! WE LOVE YOU SIS! <3

BREATHE! The tax deadline for 2020 Federal income filing has been extended to May 17th, 2021!

SOMEONE LOST THEIR FIRST TOOTH! This 5 year old cutie lost his first tooth last week and well, its just too cute not to share! Yes, he was VERY excited and YES! The Tooth Fairy did come to visit him!!

One year since the original shelter in place order went into effect due to COVID-19. Who remembers this SiPC sign? "Securities Investor Protection Corporation" OR, "Shelter in place, CAPITOLA" - you decide! ... What a wild year its been. Thank you for your continued love and support.

Today is International Women's Day! We just wanted to take a moment to collectively celebrate all the amazing women in the world (and especially our lovely clients and friends). We feel super grateful to know you. YOU. ARE. AWESOME! ... We love and appreciate you all. Celebrate YOU today, because in these times, we could all use a little recognition and celebrating!

Today is National "Love your Pet day"! Give your pets some extra love today (& treats)! Here are some pictures of our favorite 4 legged pals!

Tax Season is upon us! We are sending good vibes and quick processing to our fellow Financial Advisors and CPA'S! YOU GOT THIS! Don't forget to (air) hug your tax professional today! ... MAY the force be with you!!

Happy Valentines day to all our sweet friends and clients! Here are some fun facts about Valentines Day: On Valentine's Day, 2009, 39,897 couples, friends and families got together in Mexico City, and kissed for 10 seconds. It's the world record for the most simultaneous kisses.... The first Valentine was sent in the 15th century by a French Medieval Duke named Charles, to his wife in 1415. Mass produced Valentines began in the 1840's. The act of giving Valentines flowers dates back to the 17th Century. King Charles II of Sweden learned the "language of flowers", which pairs different flowers with different meanings. According to the National Retail Foundation, in 2019, Americans spent over $20 BILLION on Valentines Day gifts. Americans send roughly 145 Million Valentines day cards each year. The breakdown of gifts is as follows: #1 gift: JEWERLY ($5.8 BILLION spent each year) #2 gift: An evening out ($4.3 BILLION spent each year) 3rd, 4th and 5th: Clothing, Candy and Flowers. We are sending you hugs today and sincerely hope you enjoy your day of LOVE <3

This month we have decided to feature some amazing concrete and metal artwork done by Artist, Jill James! Her work is inspired by the coastal colors and textures that we see here living by the sea! With 30+ years experience working in Graphic Design, Jill has her craft down to a science, creating unique and one of a kind pieces that not only represent our beautiful coastline, but also her personal style. We are thrilled to be able to share her art with you! These pieces are available for purchase, so if you see something that catches your eye, please don't hesitate to inquire with us. Thanks, Jill, for sharing your gift with us! It has been so nice to admire your work in our office every day.

Monday tip for preventing Identity Theft: PROTECT YOUR DIGITAL WORLD! -Use strong passphrases (passwords) with at least twelve characters.... -Use different passphrases for your various online accounts. - Consider using password management programs. Or use the "Notes" app on your phone, as long as you secure the note with a password.

HAPPY NEW YEAR! This year has brought many challenges, lots of growth, and new perspectives. We know we speak for most when we say we are looking forward to a New Year. We thought it would be fun to share our takeaways from this year. Please let us know what you've learned or did this year that was good for your soul! We would love to hear from you! ... Christine: "I am most thankful for the love and support from my family. From my children giving me hugs as I walk in the door to my mom taking the kids to her property to learn about outdoor skills while they were off school. I am inspired watching business owners as they have had to evolve and alter the way they used to do business to stay alive and vital during this time. I am humbled by our clients who have checked in with us and given us tips to keep our sanity (i.e. puzzles, breathing techniques and making sure to spend time outside). Most of all I am grateful for the tribe we have. Thank you to all of you." Gina: "Finding joy in the simple things and getting to Reconnect with nature as it is the best medicine. I have been able to be more present in the moment which has helped me to realize there is no "normal" to go back to, only the new normal we can create." Nancy: "I have been able to focus more on slowing my mind and trusting the process. Through all the uncertainty, I have experienced many beautiful moments and I am surely grateful for that. My pod has shrunk significantly this year, of course, but being able to spend more time with my family has been such a blessing. I know one thing for sure, I will cherish these moments with my loved ones for the rest of my life. Thank you to all our wonderful clients for your thoughtful words and for keeping our Lanai tribe in your hearts. Thank you to Christine and Gina for continuing to support me and lift me up during a time that is hard for us all. I feel deeply humbled by the love and care I have received this year. Much love."

Monday tip for preventing Identity Theft: PROTECT YOUR COMMUNICATIONS! - Keep your computer and security software updated.... -Don't conduct sensitive transactions on a computer that is not under your control. -Protect your Wi-Fi with a strong password and WPA2 Encryption.

Gina and Rob have been patiently waiting for their Camper Van build for the last 4 months and ITS FINALLY FINISHED AND ITS SO BEAUTIFUL, we just had to share!!

Our office will be closed from December 24th to December 28th. We hope you all have a wonderful and safe Holiday!

Tomorrow is Gina's OFFICIAL birthday, but we are celebrating her today in the office! GINA! You are just simply the best. We are so lucky to be able to be with you every day! Thank you for all you do for not only Lanai and our clients, but for us as well. Christine and I love you so much and we hope you feel valued, heard and appreciated not only today, but EVERY DAY. Thank you for sharing yourself with us. We are so happy you were born!... Cheers to another year, Gina! We hope you have the most wonderful day! WE ADORE YOU!

We will be closed Friday, December 18th and will return on Monday, December 21st. Please leave us a voicemail! Have a safe and wonderful weekend!

Last year we provided Hawaiian themed masks for people to take home when they came in the office! We were so excited to receive a Christmas Card that showcased these Hawaiian masks and wanted to share with you all! So glad we could have you "covered" in 2020!

Think kindly of yourself and your efforts. If you believe you can, than you will! If you believe you cannot, than you wont.... Both are correct. What will you decide today?

Happy Thursday! "I am not my thoughts, emotions, sense perceptions, and experiences. I am not the content of my life. I am Life. I am the space in which all things happen. I am consciousness. I am the Now. I Am." Eckhart Tolle

Are Yearbooks even still a thing? So funny how accurate this is for people who grew up without Facebook!

TODAY IS HALLOWEEN! We wanted to share with you some fun things for the family to do in Capitola for the Holiday but... COVID..so instead, we thought it would be fun to share some interesting Halloween facts... * Jack O' Lanterns were first made from Turnips and potatoes! ... * The word "Witch" comes from the old English word, Wicce, which means "wise woman". * "SAMHAINOPHOBIA" is the fear of Halloween. * The heaviest pumpkin according to the Guinness Book of World Records weighed in at 2,624.06 lbs! *In Bellville, Missouri, it is illegal for kids over the age of 13 to ask for candy while trick or treating. * Trick or Treating dates back to Medieval times. Back then, kids would dress up and go around asking for money or food in exchange for songs, poems or other "tricks". * Halloween is the 2nd largest commercial Holiday. (Christmas is 1st). * the 1978 film, "Halloween" acquired the famously terrifying "Michael Myers" mask from a William Shatner, aka, Capitan Kirk face mold. * Ireland is considered to be the birth place of Halloween. * Harry Houdini - one of the most famous/mysterious magicians, died on Halloween night, in 1926, due to 3 stomach punches during one of his routines. * Pumpkins are considered to be a fruit, contrary to popular belief that they are vegetables. * In Walnut Creek, CA, in an effort to reduce crime and robberies, masks are strictly prohibited on Halloween without a permit.

Kingston turns 5 today and Beckett turns 4 tomorrow! These cuties bring all the fun and curiosity and we are all better for knowing and loving them! Thank you for coming into the world today & tomorrow, K & B! The Lanai ladies sure do love when you come visit us in the office! How lucky is Halloween to share such a special holiday with two of the cutest kids Capitola has ever seen?!... Have the best birthday celebration, kiddos! We love you!

Nancy and her sweet mama took a girls trip to Paso Robles last weekend for some fun in the sun with Nancy's Aunt and Cousins! Their favorite activity (besides the wine tasting) was going to "Sensorio" - the field of lights installation by Internationally acclaimed artist, Bruce Munro. Highly recommended by Nancy and family if you have time to check it out! www.sensoriopaso.com... They have extended the exhibit until January 3, 2021! See more

Here are some picture updates from Gina and Rob on their "Weekend Getaway van" - due to be finished *hopefully* by mid December! Looks like the sleeping den is framed as well as the kitchen area! We are SO excited for Gina and Rob on the new addition to their family! Congratulations you two! You must be so thrilled!! We can't wait to see it in person!

Gina and Rob took a weekend trip to the Eastern Sierra Mountains last weekend for a few days of relaxation! Thanks for sharing your pictures with us, Gina! We are living vicariously through you guys!

HAPPY BOSSES DAY! What defines a good boss? Here are a few things that are important to us:... *Effective Communication *Honesty *Accountability *Fair practices *Approachable *Understanding Special shout out to our super hero boss lady, Christine! We appreciate you and we thank you for creating a safe and fun work environment for us to come to every day. You are so special to us and we are lucky to be able to work with and learn from you. You embody all of the qualities listed above and we couldn't be more grateful! We love you, boss!

. Happy Tuesday!

October is Cybersecurity Month! Hackers have been switching up their game since the Pandemic began, leaving many people around the globe in vulnerable and scary situations. They have mastered the art of word play and have no mercy when tugging at your heart strings. Please keep your eyes peeled in the coming days, right here on the Lanai Facebook page for helpful hints from Raymond James regarding cyber security and how to protect yourself from hackers!

The ladies of Lanai went out for lunch at Discretion Brewery last week for Nancy's Birthday! "Thanks to my favorite work ladies for treating me to an afternoon of laughs and girl talk. I am so grateful for you both. It was a lovely day in the sun with the two best coworkers a gal could ask for!"

Today is International Coffee Day! This day was first celebrated on October 1, 2015. Fun fact: Finland is 1st place for the top coffee consuming country! Enjoy your hot coffee today- and make sure to put pants on!

Nancy and her brother, Chip, have safely returned from their trip to Tanzania, where they spent the last 2.5 weeks checking in with their 40 sponsored kids. "It was a wonderfully successful and tremendously fun time with our kids and Tanzanian family. Everyone is healthy, happy, studying hard in classes and enjoying their time back at school after a 3 month quarantine order. We are so happy to be back home with our friends and family but of course so sad to leave our 'home aw...ay from home'. " Nancy is enjoying being back with her favorite Lanai ladies and hopes to see you in the office sooner rather than later! Pictured here is Nancy, her brother Chip, and two of our sponsored children, Bryson and Donny.