The Inside Scoop with Luna for August 2025

As overheard from my basket beside Vanessa Benedict, Wealth Advisor & Portfolio Manager

A couple sat across from Vanessa, debating whether to sell their family cottage, a place that had tied three generations together. From my basket, I caught the whiff of tension. I’m Luna, SilverBirch Wealth Management’s Associate of Pawsitive Attitudes.

The husband muttered it would be simpler to sell. The wife’s eyes softened, remembering mornings on the dock, first with their children, and now their grandchildren, skipping stones on the lake. She couldn’t imagine letting that go.

Seems to me that more than houses, cottages hold memories, stir emotions, and can spark squabbles, especially when shared. Who visits when, who fixes what, who keeps the memories alive?

Vanessa walked them through possibilities that helped them see they had choices beyond a “for sale” sign. Nothing was decided that day, but the air felt lighter when they left, like they could finally talk it through without the tension.

From where I sit, the best decisions begin long before the paperwork, around a table, with everyone heard.

Until next time,

Until next time, Luna 🐾
Associate of Pawsitive Attitudes

Note: Luna’s tales are for community connection, not investment advice. All pieces are written and edited under the supervision of Vanessa Benedict, CFP®, CIM®, BSc(Hons), Wealth Advisor & Portfolio Manager, SilverBirch Wealth Management