by Betty-Anne Howard | Jul 9, 2020 | Making Your Dreams a Reality
Whether you’ve imagined your legacy or not, your values have shaped this vision. In some cases, this happens somewhat subconsciously. But we can use our insight into what we value most to help us shape the most meaningful legacy possible. But first, we need to...
by Betty-Anne Howard | Jun 25, 2020 | Philanthropy and Inheritance Planning
Your experiences shape you and your legacy. When you imagine the legacy you’ll leave behind, this vision is the result of the life you’ve lived. Your attitude and feelings about money, giving, and philanthropy, have been shaped, for better or worse, by...
by Betty-Anne Howard | Jun 11, 2020 | Making Your Dreams a Reality
If I ask you what compassionate financial life planning and natural horsemanship have in common, your first thought might be, “absolutely nothing.” Sound about right? Then you can’t miss the rest of what I’m about to tell you. I’ve been...
by Betty-Anne Howard | May 28, 2020 | Making Your Dreams a Reality
We are living through unprecedented times in many ways. On the financial front, people are panicking about the state of their investments and their financial future. As financial planners, we should all be taking the time to think about our relationships with both our...
by Betty-Anne Howard | May 14, 2020 | Financial Literacy
By Betty-Anne Howard & Diana Li When it comes to your relationship with money, what do dragons and dance have to do with it? More than you might think! You’ve heard of animals being used to describe the financial industry like bear, bull and stag not to mention...
