Without Counsel Plans Go Wrong, but With Many Advisers They Succeed.

Faith-based investing allows people to financially assist businesses that uphold the tenets of their faith, bringing more meaning and intention to their financial life. Is it right for you?

In the subject line I asked, "what will your legacy be?" I am not talking about money. Money is a useful tool, yes, but you can't take it with you. We can talk about financial legacies, and in my business we do so often, for it's a component of every good estate plan. Far more important, however, is passing on virtue. What kind of inheritance (rather than how much) will you leave behind for your loved ones?

Recent news has been full of socially responsible life advice: avoid this company because they do this unfair thing, patronize this company because they implement equitable something, etc. While not a new concept, socially responsible investing has come into vogue.