By Stephanie Cook Gone are the days when many financial advisors cautioned people about weaving humanitarian and environmental values into investing. Today, many investors consider the social impact of their portfolio construction. Options abound for seeking financial return while avoiding negative effects in areas of concern, as well as for investing for positive impact on…

  By Joy Loverde Almost every day — barring overextended itineraries (mine) and medical emergencies (his) — I log into my computer to video chat with Martin K. Bayne, my dear and longtime friend. He is an MIT graduate, journalist, and former Buddhist monk. He is also unmarried and childless. At the peak of his…

By Bryan Devore, Realtor/Senior Real Estate Specialist (License DRE #01397835)   As my parents told me at an early age, change is the only constant in life. Over the past 15 plus years, I have been fortunate to guide my clients through important life changes by helping them achieve their real estate goals. Whether the…

By Stacy Derby Take Control. Ensure your heirs know your personal story. Don’t let others define your legacy. It Wasn’t Always This Easy. Younger generations didn’t witness the struggle and the sacrifice. Enlighten your heirs. Navigate Wealth Transfer. Engage in meaningful communication to avoid the high attrition rates of generational wealth. Family Business Succession. A corporate history can inform and…

By Laura A. Roser Join Me in Mapping Out Your Life Last year my fiancé and I began planning our legacy together. A part of the process is thinking about important memories. But my fiancé, like many people, had never spent much time thinking about turning points in his life. It took a process of discovery…

By Phil Cubeta Hitting Your Legacy Home Run As we get a little older, certain questions resonate in a new way. Where is home for me? Can I go home again? As far as I have gone, did I ever leave? What did I inherit and what must I pass on? To what traditions was…

By Tom Deans, Ph.D. Time: Deciding to hold a family meeting to discuss and design a transparent estate plan with close family members could consume an entire morning of your life – that’s three hours of your life that you will never get back. Play a round of golf instead. Over-rated: Family meetings are over-rated especially when attended…

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