Early Environmental Social and Governance (ESG) InvestingTable of Contents1 Early Environmental Social and Governance (ESG) Investing2 Present Day ESG Investing Options3 ESG Mutual Funds and ETFs4 ESG Qualities4.1 Environmental Investing4.2 Social Investing4.3 Governance Twenty years ago, when someone asked for my guidance on choosing...
Health Savings Accounts (HSAs) are tax-advantaged medical savings plans, which can act like both a personal checking and investment account for medical expenses now or in the future. The changes for 2023 increased HSA contribution limits by $200 for an individual, now $3,850 a...
Corporations bet on themselves by making strategic decisions that are aimed at increasing the company’s value over the long term. This may involve taking calculated risks and investing in new initiatives that have the potential to generate future growth and profits, even if there...
A topic we have been discussing in our meetings is the concept of year-over-year inflation. Near the middle of each month, all eyes have been glued to the monthly CPI (Consumer Price Index) and inflation number. At one point earlier last year, inflation was...
Ready to start the new year focusing on your financial well-being? Here’s a simple month-by-month list to get you started and keep you on track for 2023. January – Draft a budget. Review last year’s expenses and see where you can improve for the...
There are many financial strategies to consider throughout the year with your financial advisor and tax accountant. By the end of the year, we know more about next year’s numbers, and we not only strategize for this year, but also the year to come....
With our fee-only financial planners.