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 | Aug 22, 2023 | Philanthropy and Inheritance Planning, Retirement Planning
FREE WORKBOOK The Purposeful Retirement Workbook Wondering what your retirement will look like? This workbook offers exercises to help you create a meaningful retirement Success! First Name Last Name Email Send The Workbook! When thinking about our retirement and...
by Betty-Anne Howard | Oct 11, 2022 | Retirement Planning
I remember a 2015 BMO Wealth Management study that found that retired Canadians spend an average of $2,400 per month on expenses, with housing, bills, clothing, transportation, and food being the largest monthly expenses. Things have changed drastically since 2015,...
by Betty-Anne Howard | Jul 12, 2022 | Retirement Planning
Recently I’ve been facing and dealing with the deaths of two colleagues who worked with me in financial services and were friends of mine. One person was younger than me and hadn’t yet retired, and obviously never will, and the other person had so much vitality that I...
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 | May 2, 2022 | Legacy Planning, Retirement Planning
When we think about “retirement planning,” most of us believe that the time to look deeper and further into our retirement happens sometime in the future. After all, there’s so much more to be thinking about in the early stages of our lives, for example, buying a...
