legacy planning

The Rise of ESG: Retiring with Values and Profit

As the world grapples with social, environmental, and governance issues, an increasing number of investors are looking to make a positive impact with their portfolios. In retirement planning, sustainable investing, also known as Environmental, Social, and Governance (ESG), has been gaining popularity. This investment strategy offers potential financial returns and allows retirees to align their investments with their values. What is ESG Investing? When selecting investments, ESG investing considers environmental, social, and governance factors alongside …

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Loreen’s Golden Path to Secure Retirement: A Testimonial on Gold IRAs

Every retiree seeks a life marked by security and tranquility, a well-deserved reward for years of hard work. Today, we share a compelling story about Loreen, a spry 67-year-old retiree who unlocked financial stability for her golden years by using a Gold IRA. Like many before, Loreen spent her Life striving to provide for her family, securing their future, and preparing for her retirement. But with her golden years looming, the stark reality of the …

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Are Your Digital Assets Doomed? Take Control with Expert Estate Planning Tips

Whenever you reply to an email, browse social media, or store photos in the cloud, you generate a digital record that belongs to you. Just as you plan for the inheritance of your physical possessions, it is equally important to consider the fate of your digital assets. What will happen to your digital photos once you pass away? How will your social media accounts be managed? Do you want your family to have access to …

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