End of Life Planning

As a former non-profit director, I used to help raise money for teaching and learning. One of our most successful fund-raising campaigns was a donor wall. Those who contributed a certain amount would forever have their names inscribed on a beautiful wall…

Funeral services have long been seen as traditional and standardized. However, in recent years, personalization is becoming increasingly important for many people. This trend highlights the desire for a more intimate and meaningful farewell…

Five years ago, we had a group of friends, most of whom were high achievers, over for dinner. Amongst our guests was a client, who had returned to Canada after working as a director at a hospice in California. I thought to tie in our dinner discussion…

I am curious what caught your eye on this article, the picture or the title? We’ve heard that a picture is worth a thousand words, and I think that applies here. When I first saw this sign, my brain did one of those fill-in-the-blank tricks. You know when your brain thinks it knows what it […]

I don’t feel like there is a magic age, but eventually, we realise how short life really is. Maybe it’s just more of an awareness as we keep journeying through these milestone “new decade” birthdays, like turning 60. We are halfway through this year…

I read a recent headline: Marriages don’t fall apart, they drift apart. I am not a marriage counselor but I serve as a money counselor so my brain immediately went to the fact that the same can be said of our money life. Our finances rarely fall apart…

If you’re anything like me, there are times when you’d rather put off solving a problem than deal with it immediately. But the problem may become even more difficult if that elephant in the room is avoided…

I don’t know about you, but I don’t feel like I see women wearing hats much anymore. As a child, we once lived with my grandmother for about six months while our house was being built and my favorite thing to do was play in her hat closet…

Last month, on a cold February morning, I attended the funeral Mass of a colleague. As I sat in a pew, listening to the priest’s homily, in which he referenced the deceased’s work for the community, my thoughts turned to another colleague…

Do you expect to be the beneficiary of an IRA or retirement plan? Maybe you are in the process of a review of your IRA or retirement plan beneficiaries and want to make good decisions based on current legislation. The rules changed with both the 2019 SECURE Act…