End of Life Planning

Planning for the end of life stage is important if we want our wishes to matter to friends and family. Whether this involves asset planning, funeral planning, or something else, it's worth discussing and pondering.

2 weeks ago

I Wouldn’t Be Caught Dead in That! 9 Tips to Help You Pick Your Last Outfit

“I wouldn’t be caught dead in that!” This is such a common phrase, even if we just think it to ourselves, rather than say it out loud. Usually, it’s an invitation, if mentioned at all, to discuss what it is about someone else’s choice of clothes that is provoking…

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4 weeks ago

A Widow’s Decision: Better or Bitter?

Recently, a young widow shared something that stuck with me; a point she heard made by Rick Warren, a well-known pastor, author, and host of a Daily Hope Radio show. I don’t know if he was talking about grief specifically or moving forward…

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1 month ago

“Stop Talking Like That, Grandma!”

I don’t remember what age it started, but, at one point, the grandma I visited the most started ending each visit, phone conversation or otherwise, with a comment like, “Well, if I’m still around, I will see you next time.” At first, I didn’t give it much thought…

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2 months ago

Secure Your Legacy: 3 Ways to Have an Impact After You’re Gone

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…

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4 months ago

The Art of Personalizing Funerals: Creating a Meaningful Goodbye

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…

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4 months ago

A Different Approach to Finances After 60: How Best to Leave This World vs What to Get from This World

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…

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5 months ago

Man Sale: It’s All About Perspective

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 […]

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5 months ago

Feeling Like “When It Rains, It Pours” When It Comes to Loss?

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…

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6 months ago

Falling Apart vs Drifting Apart When It Comes to Estate Planning

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…

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6 months ago

Confronting the Elephant in the Room: The Importance of Your Estate, Legacy and End-of-Life Planning

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…

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