We would like to extend a huge “thank you” to everyone who joined us on Tuesday March 21st for our monthly Women, Wine & Wisdom event. Despite the last-minute venue change we had a great turnout with lots of new faces and a...
Read MoreDreaming of living abroad? Moving to be near family? Here are a few important points to think about before you make the move. If living abroad is something you’ve always envisioned, retirement might be the perfect time to explore...
Read MoreWe would like to extend a huge “thank you” to everyone who joined us on Tuesday, February 21st, for our monthly Women, Wine & Wisdom event. We had a great turnout and enjoyed an engaging talk and discussion on all things to...
Read MoreMy grandfather had a problem with open caskets at wakes, visitations and funerals. He insisted that, when his time came, his casket would be closed. “If you couldn’t be bothered to come see me when I was alive, you’re not going to see...
Read MoreWhat is a legacy? So often we think of it as a tangible asset, usually wealth, but sometimes antiques, jewelry or other possessions. What if your legacy were the people you’ve touched, the change you’ve sparked, the body of work you...
Read MoreWorking as a CERTIFIED FINANCIAL PLANNER™ professional gives me a unique perspective on money, and how it affects people. One of the most common quotes I hear is that “Money is the root of all evil.”
Read More