by Betty-Anne Howard | Apr 15, 2025 | Financial Literacy, Financial Planning Week, Philanthropy and Inheritance Planning
Not too long ago, a woman recently came to our team after an experience that left her feeling dismissed. She and her husband had gone to meet with a financial advisor, only to realize that all the attention and eye contact was directed solely at her husband—not her....
by Betty-Anne Howard | Nov 14, 2023 | Legacy Planning, Philanthropy and Inheritance Planning
In Part 1 of our journey through Estate and Legacy Planning, we explored the heart and head of this intricate process, delving into the profound significance of aligning personal values and desires with strategic planning. We’ve discussed the importance of...
by Betty-Anne Howard | Oct 16, 2023 | Legacy Planning
Estate and Legacy Planning are often misunderstood because of the number of rampant myths and misconceptions that obstruct our ability to find our way forward in achieving a tailor-made plan for us. Too often, when a cookie-cutter approach is used, given how personal...
by Betty-Anne Howard | Sep 12, 2023 | Charitable Giving, Financial Literacy, Legacy Planning, Making Your Dreams a Reality, Meaningful Conversations, Philanthropy and Inheritance Planning, Retirement Planning, Women's Empowerment
I remember it clearly, as though it was just yesterday, hearing my Financial Planner, Lise Allin, say to me, “We need people like you in financial services.” By people like me, she was referring to my unique background in psychology and social work. She went on to say...
by Betty-Anne Howard | Aug 22, 2023 | Philanthropy and Inheritance Planning, Retirement Planning
FREE WORKBOOK The Purposeful Retirement Workbook Wondering what your retirement will look like? This workbook offers exercises to help you create a meaningful retirement Success! First Name Last Name Email Send The Workbook! When thinking about our retirement and...
