by Betty-Anne Howard | Feb 20, 2020 | Making Your Dreams a Reality
You’re creating your life legacy, and in some way, you want to change the world. Some of us take this quite literally—wanting to have an impact on a global scale or to impact as many people as possible. For others, it means changing the world for those closest to you...
by Betty-Anne Howard | Jan 23, 2020 | Making Your Dreams a Reality
As a financial planner, creating a financial plan that allows for living for today while taking steps to plan for the future is my goal. This applies not only to my clients but for my own life as well. How can you live for today while planning for the future? I often...
by Betty-Anne Howard | Jan 9, 2020 | Making Your Dreams a Reality
Lately, I’ve been having more meaningful conversations with my clients about the legacy they want to leave behind. I thank the Canadian Association of Gift Planners (CAGP) for helping me go deeper with these conversations. The ongoing training provided by CAGP and...
by Betty-Anne Howard | Dec 26, 2019 | Making Your Dreams a Reality
When you think of your financial future, are you filled with dread? Or are you comforted knowing you’ve done what you can to save money? All too often, I hear from people in a state of panic when they’re faced with the thought of meeting their financial needs in the...
by Betty-Anne Howard | Nov 14, 2019 | Making Your Dreams a Reality
You know that saying: “different strokes for different folks”? When it comes to the model for change in charitable giving and philanthropy, it’s certainly applicable. Here’s what I mean by that. In our previous blog, I talked about how different approaches are...
by Betty-Anne Howard | Oct 10, 2019 | Making Your Dreams a Reality
Did you catch part one of this post, where I talk about how and why we make changes in our lives? If not, now’s a good time to catch up. I also promised you I’d tell you about a second change management model, and here it is! In a hurry? Let’s recap part one. We...
