Blog #financial planning


I get this question all the time. In my opinion, spending habits don’t just magically change. They were developed over your life time so start your retirement planning process early to accommodate them. Here are the steps I take with people who don’t know projected spending in retirement:

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It has become imperative for most of us to protect our natural environment and preserve our planet’s fragile ecosystems. Besides our environmental concerns, we also have strong social values. As caring citizens of the world, we can each play a role in helping our planet’s recovery and how others are treated. As investors, we have a choice in how we invest our money. Sustainable investing challenges industries and corporations to reconsider their business models and to align them with the personal values of their investors.

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