Financial and Life Journey Insights and Articles
Make Your Dreams A Reality

Celebrating 25 Years: Exploring The Past, Present, and Future
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...

Emotional Resilience for Retirement: Building Skills for Life’s Next Chapter
When thinking about our retirement and planning for that eventuality, most of us focus on the financial side of this significant life event and not so much on the emotional side. There are good reasons for this; the first question we get asked and often ask ourselves...

Socially Responsible Investing and ESG: How To Begin Your Journey of Ethical Investing
In the vast expanse of the universe, Earth is our home, and everyone and everything that we love inhabits its surface. It sustains life, fosters connections and relationships, preserves our history, and is the only place (so far) where our future generations will grow...

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.