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 Susan L. Axelrod, CCP “What will your legacy be?” I have been asking people this question for 15 years. Mostly, the response is a head tilt and a curious look. Few people find their deep inner passion, and most people have not taken the time to contemplate the legacy they will leave behind. Why…

By Arielle Nobile Focusing on Connections in Family Documentary Films I’m a strange bird in many ways, but one such way is that I started thinking about and imagining my grandchildren when I was 8 years old. (I also had a list of names for the 26 children I would one day have, but that’s a…

By Melissa Mitchell-Blitch A Simple Tool to Help Families Thrive I was recently asked by our local community foundation to speak at their upcoming meeting for advisors. My talk would follow a tax law update and precede a generous time for Q&A. That would leave 15 minutes for me to talk about family dynamics in wealth. Families…

By Christopher Zacher How Larry Kesslin Helps Others Find Their Purpose Throughout Larry Kesslin’s life, he’s found himself continually reconsidering his definition of the word success. When he worked at General Electric in the early 90’s, success was a monetary value. After leaving the company to start his own consulting firm, it became more about freedom…

By Todd DeKruyter Leaving a Full Legacy Have you ever heard a good joke on death rates? No? So why is that? Why are most jokes about death and mortality bad? Well, because none of us like thinking about our own mortality. However, we all would like to think that in some way we will live…

By Steve Marken The general story is all too tragically familiar. The last statement and legacy of our loved ones is often found within the context of legal documents, defined largely by legal standards which have little meaning or comprehension to those left behind. The result can be disastrous. A true story … Father has passed….

By Mission Driven Finance Grow Your Bank Account While Changing the World Traditional thinking has historically divided money — and how to leave a legacy — into two distinct buckets: either making investments to generate profits, or making grants and donations to create social and environmental change. But people are realizing these buckets don’t need to…

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