by Betty-Anne Howard | Sep 12, 2023 | Charitable Giving, Financial Literacy, Legacy Planning, Making Your Dreams a Reality, Meaningful Conversations, Philanthropy and Inheritance Planning, Retirement Planning, Women's Empowerment
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...
by Tara Tennant | Apr 21, 2023 | Making Your Dreams a Reality, Meaningful Conversations, Women's Empowerment
I’ve always loved Spring. When I was little, my Mom and I would walk home from my grandparent’s house on sunny Sunday afternoons and I loved following the little rivers of icy water running down the streets as they peeked out from under the melting snowbanks. It...
by Betty-Anne Howard | Mar 21, 2023 | Making Your Dreams a Reality, Meaningful Conversations, Philanthropy and Inheritance Planning
My team and I have an intense desire to make financial information accessible, engaging, practical, and enjoyable. Trust me. It’s liberating and powerful when you understand your relationship with money. Having recently joined a social purpose program by the United...
by Tara Tennant | 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...
by Betty-Anne Howard | Mar 8, 2022 | Charitable Giving, Making Your Dreams a Reality, Meaningful Conversations, Philanthropy and Inheritance Planning, Women's Empowerment
“When we speak we are afraid our words will not be heard or welcomed. But when we are silent, we are still afraid. So it is better to speak.”Audre Lorde I recently read a fantastic book written by Kristin Hannah called The Nightingale. Her inspiration for telling this...
by Betty-Anne Howard | Feb 8, 2022 | Legacy Planning, Making Your Dreams a Reality, Philanthropy and Inheritance Planning
Download a FREE copy of The Couple’s Financial Intimacy and Pleasure Guide – A chapter from my recently published book, EMERGE. Enjoy your free chapter! Download Your FREE Book Chapter - Click Here! Did you know that we are much more apt to change our...
