Aug 6, 2024 | Blog, Stories that Empower
July was a fantastic month for my wife Bridget and myself, as we finally managed to take our “buck list” trip to Scotland that we had planned for our 20th anniversary. It was a trip with some special meaning – years ago, Bridget and I met in music school at...
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...
