When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

What Is Sustainable Investing?

I was recently asked "What is the difference between Socially Responsible Investing (SRI); Social, Environmental and Governance Investing (ESG Investing), and Impact investing?". The market for SRI, ESG or Impact investing has grown over the decades based on research conducted by the firm Kinder, Lydenberg, Domini. Numerous Exchange Traded Funds (ETFs) and mutual funds are available to the retail investor today.

My friends at Oppenheimer put together a 2-page piece that does a great job in clarifying the subtle differences between each of these categories. The plain English explanations and charts make it easy to understand.

If you would like to find out more about investing in line with your values, give me a call at (510) 655-7090 or complete the form below to get a copy of the article.

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M. Benay Curtis-Bauer

510-655-7090

When Do You Need a Will?

Related Content

Ways to Supplement Your Medicare Coverage

Find That Lost Retirement Account

Managing the Risk of Outliving Your Money

Office:	510-655-7090
Office:	925.944.9644