by Betty-Anne Howard | Sep 14, 2022 | Philanthropy and Inheritance Planning, Women's Empowerment
As a Financial Planner, I know that estate planning, if understood at all, is often perceived as being something that perhaps only rich people do – engaging in a process to preserve their wealth and then seeing to it that their wealth is distributed in the most...
by Tara Tennant | Aug 16, 2022 | Philanthropy and Inheritance Planning
“Someone is sitting in the shade today because someone planted a tree a long time ago.”- Warren Buffett A family cottage is a blessing. But unfortunately, only about 8% of Canadians own a vacation property, so if you are one of those families, you are very lucky. I am...
by Betty-Anne Howard | Jun 2, 2022 | Charitable Giving, Legacy Planning, Philanthropy and Inheritance Planning, Retirement Planning
Estate Planning is a critical component of your Financial Plan. All the pieces of the puzzle need to fit together, creating a picture that makes sense and gives you clear, concise information about how each piece works together. Not only that, but we also want to...
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...
by Betty-Anne Howard | Jan 11, 2022 | Legacy Planning, Making Your Dreams a Reality, Philanthropy and Inheritance Planning
As inheritance planning specialists, we are often gifted with stories of people’s lives. It’s a privilege to have our clients share the stories of their deceased loved ones with us, and we endeavour to be good stewards of their stories. As Brené Brown states,...
