The summer months are flying by. We want you to be the captain of your own destiny through using your values in your retirement strategy.
Your retirement strategy should be so uniquely catered to you and your values, in order for it to be fully supportive of you living your life, well spent.
Kathy and Julia have a discussion about trusts and the importance of asking why and how to make the best use of them.
We’re halfway through the year! This June we’re excited to announce that Julia has been recognized as a YWCA Woman of Distinction. We also remind you of our article on freedom, and what that means to you.
Freedom can be thought of as many things, but today we’re going over freedom as one of your values. We’re showing you how to define freedom for you, and how to live with this value in mind.
With May comes that in-between feeling. In our May update we’re embracing that feeling and bringing you a federal budget review, and tackling planning for education using your values.