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What is Sustainable Investing?
Sustainable Investing (SRI) Sustainable investing sounds great, doesn’t it? But what actually is it? Investing in green energy? Organic-farming? Electric vehicles? There are many terms that refer to sustainable and responsible investing (SRI) -- values-based...
Tax Arbitrage in Your Sixties
Tax Arbitrage in Your Sixties Your sixties are the very best time to defuse the tax time-bomb ticking away in your IRAs and 401(k)s. If you’re like many of our clients, you’ve diligently contributed to your IRA, 401(k) or other qualified retirement account for years....
Secrets of The Modest Millionaire
One of my first clients was a retired auto mechanic for the local city government. “Ron” repaired police cars and snowplows for a living. He never made more than $20,000 per year over his long career. Ron worked hard, spent less than he earned and consistently...
Using Your Net Worth to Keep Score
Using Your Net Worth to Keep Score Your net worth is a simple but important calculation – it’s everything you own, minus everything you owe. Your net worth (or balance sheet) is a snapshot in time. Your net worth today might be a little more or less than your net...
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