financial security

When I had my women’s personal development organization from 2002-2008, the foundational piece of what we stood for was being there for each other as we moved forward with our goals and aspirations. It was a group that was supportive, caring and we kept each other accountable for what was

When we were younger, it seemed like the more stuff we had, the better off we were.  Sure, there were the toys for the kids, clothes to keep them warm and all the photos to go along with the memories of  passed seasons.
Now that we are getting older, there

We had a wonderful experience with a current client and felt it important to share. Let’s call her Ms. White.
Ms. White is 92 and was considering moving into a retirement community when she called us for some assistance. She had a lovely condo in which she had been living

Having “the” talk with your adult children regarding your wishes and how you would like their inheritance to be divided is never an easy subject to broach.  However, experience has shown that families who do prepare in advance leave their children with less issues to resolve and more peace and

Poem by by Esther Mary Walker
Blessed are they who understand
My faltering step and palsied hand.
Blessed are they who know that my ears today
Must strain to catch the things they say.
Blessed are they who seem to know
That my eyes are dim and my wits are

In this podcast, financial planner, elder planning counsellor Janet Gray discusses with us some concerns Boomers may have when it comes to their retirement funds.  There are options available and Janet sheds some light on them.
Running time: 6:36 mins.