by Betty-Anne Howard | Aug 16, 2022 | Philanthropy and Inheritance Planning
“Someone is sitting in the shade today because someone planted a tree a long time ago.”- Warren Buffett A family cottage is a blessing. But unfortunately, only about 8% of Canadians own a vacation property, so if you are one of those families, you are very lucky. I am...
by Betty-Anne Howard | Jul 12, 2022 | Retirement Planning
Recently I’ve been facing and dealing with the deaths of two colleagues who worked with me in financial services and were friends of mine. One person was younger than me and hadn’t yet retired, and obviously never will, and the other person had so much vitality that I...
by Betty-Anne Howard | Jun 2, 2022 | Charitable Giving, Legacy Planning, Philanthropy and Inheritance Planning, Retirement Planning
Estate Planning is a critical component of your Financial Plan. All the pieces of the puzzle need to fit together, creating a picture that makes sense and gives you clear, concise information about how each piece works together. Not only that, but we also want to...
by Betty-Anne Howard | May 2, 2022 | Legacy Planning, Retirement Planning
When we think about “retirement planning,” most of us believe that the time to look deeper and further into our retirement happens sometime in the future. After all, there’s so much more to be thinking about in the early stages of our lives, for example, buying a...
by Betty-Anne Howard | Apr 5, 2022 | Financial Literacy, Making Your Dreams a Reality
I think we can all agree that many factors go into our decisions around how we steward (make, spend, save, and invest) our money. A lot of it is tied to our emotions and how we are experiencing the world around us. And that is often the first lynchpin in the financial...
