Financial and Life Journey Insights and Articles
Make Your Dreams A Reality
Meaningful Conversations: The Importance of Vision and Emotions in Planned Giving
Meaningful Conversations, Vision and Emotion in Planned Giving The world has changed dramatically over the past year and that means we too have changed, and so have our meaningful conversations. Covid-19 has shattered many of our preconceived notions about what it...
Using The 5 Principles of Appreciative Inquiry for Retirement and Legacy Planning: Financial Planning with A Holistic Approach
What would you rather focus on in your life - the problems that need to be fixed or the good stuff that’s already working? What’s gone wrong - or what’s gone right? Overcoming past issues, or exploring new possibilities? When it comes to planning for our retirement or...
Tax Advantages of Donating Securities to Charity
Let's take a closer look at the tax advantages that can come from donating your securities to charity, vs. selling securities and donating cash to charity. In the example below, when the securities are donated directly to the charity as a gift in kind, the donor does...
Betty-Anne Howard
Betty-Anne Howard is an award-winning Financial Planner, Author and Speaker who specializes in helping women make their dreams a reality through financial literacy and charitable giving.
Betty-Anne’s goal is to raise an additional 50M for charities in her lifetime.
