Financial and Life Journey Insights and Articles
Make Your Dreams A Reality
Estate Settlement After the Death of a Loved One: Five Key Tasks for Estate Executors
Settling the estate of a family member after their death is a difficult, yet important task. For those who are already grieving the loss of a loved one, the process can be especially hard. All too often, I hear of Canadians dying before they’ve had these conversations...
Talking about Philanthropy
What kind of conversations are you having with your financial advisor about your core beliefs, your values, the reasons you like to give and give back? Does your advisor know which of the causes you support are the most important to you? Have you talked about the ways that strategic charitable giving can help you to make the most impact, both now and in the future? Or do most of your conversations revolve around how to reduce taxes?
Estate Planning with Your Loved Ones
Talking about money matters can be uncomfortable, even for the closest of families. Conversations around where your inheritance will go can be especially tricky. All too often Canadians are dying with a lot left unsaid when it comes to their money; their current will...
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.
