Retaining Important Documents

In the ever more complicated world we live in, it can feel like both our mailbox and email inbox are consistently overflowing with new statements, receipts, account change documents/announcements, and so on. Whether you keep important financial and personal information documents in hard copy, digitally or (likely) some combination of both, it can be a […]

Estate Planning – What Is It? Why Is It Important?

The term “estate planning” might call to mind something reserved for the very wealthy who are looking to avoid estate taxes. But estate planning is much more than that:  it’s also the process of designating who will receive your assets, care for any dependents in the event of your death, and who will help act […]

Impact Investing

ESG (Environmental, Social, Governance) investing involves a set of characteristics used to evaluate potential investments, and their impact on society at-large.  These factors generally include how a company cares for and impacts the environment, how it handles relationships with employees, customers, suppliers and the community surrounding its locations, and how governance issues such as executive […]

Digital Assets, Part II – Updated

If you missed last month’s Digital Assets Part I, take a quick read as to why we should be concerned about this area. As we shared in our last post, Digital Assets can include information stored on an individual’s digital devices (documents, cryptocurrency, photos, movies, music, etc.), content uploaded to websites (photos, videos, social media […]

Digital Assets, Part I – Updated

This is first part of an updated series on Digital Assets, which we hope will be helpful as the things we purchase and memories we store are more and more intertwined with technology. Part I: What is a Digital Asset, and Why Should I Care? It has been a few years since the passage of […]