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 Betty-Anne Howard | Jul 20, 2023 | Financial Literacy, Investment Strategy, Meaningful Conversations
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...
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 Betty-Anne Howard | Feb 14, 2023 | Charitable Giving, Meaningful Conversations, Philanthropy and Inheritance Planning
February has always been one of my favorite months. After I’m done shaking off any post-holiday season blues, February marks new beginnings. With warmer weather on the way, I’m grateful for my wonderful friends and family with whom I get to spend another great year....
by Betty-Anne Howard | Jan 17, 2023 | Meaningful Conversations
The start of a new year. Much like any other life milestone, it’s a great reason to form new habits, change our behavior, or perform a complete u-turn in how we lead our lives. There is much research out there to suggest this is true. However, as I am sure you...
