Jul 4, 2024 | Blog, Stories that Empower
Happy July everyone, it’s Sarah here! While Ryan is off in Scotland this month, I’ve taken over the newsletter to share some personal insights on a recent experience with digital will planning platforms. I know all too well how quickly life changes because...
Mar 5, 2024 | Blog, Stories that Empower
This summer, Bridget and I will be celebrating our 24th wedding anniversary on the first of July. We’re not sure where the last two and a half decades have gone, but we’re finally planning to check off one of our bucket list items – a trip to Scotland. We had always...
Jan 25, 2024 | Blog, Stories that Empower
One of the oldest truisms in financial planning is that wealth doesn’t always mean cashflow. This is especially true for many business owners. As a whole, business owners tend to sink most of their money back into helping the business grow. This was very much the...
Dec 4, 2023 | Blog, Stories that Empower
My entire life I have been blessed to have developed many wonderful friendships. As a somewhat introverted person, I have a small, but much-loved group of people in my life, who mean a lot to me. We’ve all met through most of the usual methods – some I grew up with,...
Jul 6, 2023 | Blog, Stories that Empower
I’ve known Paul my whole life. He’s a pretty easy-going guy, but lately he’s had an emotional couple of months. In the span of a couple of weeks, Paul’s had to say goodbye to a dear friend, as well as a much-loved colleague, both of whose cancer journeys came to their...
Apr 6, 2023 | Blog, Stories that Empower
I’ve been writing this newsletter for almost a decade now. Sometimes the stories flow quickly, sometimes not so much. This month, the story walked into my office and told itself! One of the lovely things about having moved our office in the last few months is the...
