Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Related Content

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

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.

Use Wufoo integrations and get your data to your favorite apps.

M. Benay Curtis-Bauer

510-655-7090

Extended Care: A Patchwork of Possibilities

Related Content

Retirement and Quality of Life

Dog Bites and Homeowners Insurance

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Office:	510-655-7090
Office:	925.944.9644