by Betty-Anne Howard | Jan 9, 2020 | Making Your Dreams a Reality
Lately, I’ve been having more meaningful conversations with my clients about the legacy they want to leave behind. I thank the Canadian Association of Gift Planners (CAGP) for helping me go deeper with these conversations. The ongoing training provided by CAGP and...
by Betty-Anne Howard | Dec 26, 2019 | Making Your Dreams a Reality
When you think of your financial future, are you filled with dread? Or are you comforted knowing you’ve done what you can to save money? All too often, I hear from people in a state of panic when they’re faced with the thought of meeting their financial needs in the...
by Betty-Anne Howard | Dec 12, 2019 | Financial Literacy
I’m a self-proclaimed “Woman of Extremes”. I’m either working hard or playing hard—whether it’s helping clients make their dreams a reality in my financial planning business, writing blogs, giving talks, or spending time with my horse Stella, it’s rare that I feel at...
by Betty-Anne Howard | Nov 29, 2019 | Financial Literacy
‘Tis the season for giving…at least that’s what the research says! In fact, many organizations receive more donations in the month of December than all other months of the year combined. Not to mention, the Canadian charitable tax donation deadline is December...
by Betty-Anne Howard | Nov 14, 2019 | Making Your Dreams a Reality
You know that saying: “different strokes for different folks”? When it comes to the model for change in charitable giving and philanthropy, it’s certainly applicable. Here’s what I mean by that. In our previous blog, I talked about how different approaches are...
