The Wealth Transfer No One’s Talking About (But Should Be)                            *** Republished With Permission ***Why the other spouse should be at the centre of your client strategy Published in The Scrivener, Winter 2025 We’ve all heard about the...

Who Sits at the Edge of Your Thanksgiving Table Thanksgiving Table Years ago, I had my hair done at a small salon. There were only two hairdressers, the owner and one other stylist.   I tried to arrange my hair appointments on the same day and time. And that is how I...

  A Dementia Diagnosis Matters - Would You Want to Know? A Dementia Diagnosis Matters  Years ago, someone I love took a 23andMe test. Along with ancestry information, her health report showed that she carried an APOE ε4 genetic variant associated with an increased...

  When Loyalty Start Asking Better Questions Asking Better Questions By August, the flags have mostly been folded away. Canada Day and the Fourth of July have passed. The parades are over, the picnic tables cleared, and the last bits of fireworks have faded from the...

  It was never about the grass Those of us in the direct service business are really in the business of 'stewardship.'  For either a short time or for a life-time, we assume stewardship over a valued aspect of our customer or client's life. It is not about...

  Wildfire Smoke Is Invading Our Communities How to Protect the People You Care About Wildfire smoke can leave us feeling as though there is little we can do. We cannot control the wind, put out a distant fire, or clear the sky on command. We can, however, protect our...

  Cool Down and Check In Heat Waves  What if the most caring thing we do this summer is ask one simple question: are you cool enough? The question may sound small. It is not. Recent heat waves in France and Spain have shown again how quickly hot weather can...

  See Something.  Say Something.  Do Something World Elder Abuse Awareness Day:  Waiting for his bank’s local branch to open, my brother, a retired Corporate VP, struck up a pleasant conversation with an older woman.  When the doors opened, she headed for the...

  Advocacy Part 2 for an Age When Silence Costs Too Much I’ve Got Your Back Again There are moments when advocacy arrives quietly. No protest sign. No microphone. No dramatic movie soundtrack. Sometimes advocacy sounds like, “Can we slow down and explain that...

Why Playfulness Looks Even Better with Age We tend to admire composure in later life. Calm helps. Steadiness does too. A measured presence can be lovely. But what if the person making the cheeky comment at lunch, wearing the bright scarf, breaking into song in the...