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 Mark Hartnett Families face an uphill battle when passing down their wealth. One oft-cited study conducted by Roy Williams and Vic Preisser has shown that 70 percent of family estate transfers fail as a result of family squabbles and disagreement. To paraphrase noted author James E. Hughes, Jr., families that are truly successful are…

By Laura A. Roser Early this year, I had the pleasure of interviewing a variety of business leaders. But I wasn’t interested in learning how they succeed in business. Instead, I asked them about how they find meaning, what kind of a difference they are making in the world, and what they would like their impact…

By Gloria Bares When I was young, I loved gardening days with my Dad. I’d see him, clippers, snippers and spade in hand. walking toward our backyard, his garden, his second home. I remember his six foot two inch frame, curled over the flower beds of zinnias, daisies, geraniums. Nasturtiums–orange, red-orange and yellow– spilled lazily over the borders….

By Bill High There are some days you never forget. I was just barely 12 years old the day of my father’s funeral. He was in the military, so his funeral took place at the Leavenworth National Cemetery. It was the only one we could afford. As part of the ceremony, they included a 21-gun salute….

By Alan Pratt, CEP, CAP Years ago, I heard Bill Neukom speak about what he did when his Microsoft stock options turned into millions. One of the original corporate counsels for Microsoft in the early 1980s, he’s now a multi-millionaire and owns the San Francisco Giants baseball team. Something he said stuck with me, “I never…

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 Dolly Garlo Health New issues arise even among the healthiest adults. Attending to weight, fitness, nutrition, hormonal balance, emotional concerns, and medical and dental issues paves the way for more active living. This is the best place to start. Finances and Estate A good salary is great, but more important is what you keep and…

By Dolly Garlo “Tell me, what is it you plan to do with your one wild and precious life?” —Mary Oliver, from her poem “The Summer Day” Most people take more time to plan a vacation than to invest and engage in consciously planning life – the life that will eventually lead to the legacy they…

By Dolly Garlo We come into the world alone – and we leave the same way … the time we spend in-between … time spent alive, sharing, learning … together … is all that makes life worth living.”—Jean Grey, Marvel’s X-Men I was 45 when thoughts of legacy first came into focus. Many things had come…

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