Living, Learning and Sharing - with Choices and Celebration!

Laurie Bell, Moving Seniors With a Smile - Jun.25,2017

In a world where things are feeling increasingly out of control in many parts of the globe we are offered an opportunity to sit back, take stock and consider our own personal options in 2017.

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Increase your sales with the power of print!

Shirley Zerfas, BFA - Jun.25,2017

Whenever we are meeting with clients we are always asking what they have done in the past, what are they doing now, and what they want to accomplish.  We usually end up in a discussion of wanting to do it all, but not knowing how much of what to do and how it can all relate.  The answer to that is almost always to strive for effectiveness, impact and integration.

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Tap Away Your Stress

Wendy Vineyard, Author, Coach, Youthful Aging Expert - May.24,2017

Would you like to learn a practical, vital life skill that you may wish you had learned years ago? It can help you have greater success in your business and personal life.

In fact, if all two-year-olds learned it – there’d be more lifelong happiness in the world!

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Could you be a MINIMALIST?

Karen Shinn, Downsizing Diva - May.24,2017

At this time of year, it’s time to put away heavy coats, boots, scarves, hats and mittens and bring out warm-weather clothes!

It’s time to “lighten-up” because most of us are holding on to too much stuff!

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Don’t Put Your Future in “Jeopardy”

Heather Freed, CFP®, CLU, CHS, Certified Financial Planner, Insure Your Freedom - Apr.21,2017

Why is insurance and financial planning relevant to your business?  Let me count the ways that they can prevent you from falling into “Jeopardy”.

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Reduce Your Taxes By Charitable Donations And Bequests

Tina Tehranchian, MA, CFP, CLU, CHFC, Branch Manager and Senior Financial Planner, Assante Capital Management Ltd. - Apr.20,2017

Most of us give to causes that we deeply care about and usually the tax incentives are not top of mind when we donate to a charity. However, by having a strategic approach to your philanthropy you can substantially reduce taxes on your income and the estate taxes payable after your death.

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Open Doors for Others – Key Message from IWD Event

Maureen McCabe, - Mar.22,2017

On March 1st we gorged on a plethora of inspirational ideas as well as delicious hors d’oeuvres at holts café. Moving Up and Giving Back, Making an Impact in Social Responsibility was the theme for CAWEE’s 2017 IWD celebration.  

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The importance of having a wealth strategy

Jennifer A. Dewling, Genova Private Management Inc. - Mar.22,2017

There is a lot of advice being offered on the topic of personal finance. It can seem contradictory and often times confusing. The truth is there is no universal financial advice that applies to everyone equally, except perhaps to spend less than you earn.

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