by Gretchen Betts | Sep 27, 2020 | Death, Financial Planning
First of all we grieve. Most of our clients have been with us at Magenta and previous companies for many years and have become firm friends in deep, mutually respectful and beneficial relationships. We have shared momentous events with them – new children and...
by Gretchen Betts | Aug 12, 2019 | Financial Planning, Lifestyle
Will it cause squabbles? Most families want to leave a legacy to their loved ones. What they rarely consider, however, is that children and extended relatives might squabble over their estate. According to the Centre for Economics & Business Research, generational...
by Gretchen Betts | May 7, 2019 | Lifestyle, Wellbeing
Many clients who have their later life planning under control say it was easier than they thought and they felt better once they had dealt with it. Conversations with clients about later life and dying can be difficult or uncomfortable and yet this is an essential...
by Gretchen Betts | Feb 15, 2019 | Death, Wellbeing
When someone we care about loses someone they love, it can be difficult to find the right words to say to them. Many phrases can seem clichéd and empty. The fear of not knowing what to say can leave many of us saying nothing at all. The most important thing to...
by Gretchen Betts | Jan 31, 2019 | Death, Lifestyle, Wellbeing
Losing someone we love is an emotionally charged time in all our lives. If you’re dealing with or facing the death of somebody close to you, financial issues may well be the last concern on your mind. It is important, however, that financial considerations are not...
