by GeorgeG | Dec 1, 2021 | Blogs
With the Department of Labor’s (DOL’s) recent release of proposed regulations, it’s time to revisit environmental, social, and governance (ESG) factors. In short, here’s what you really need to know: Consideration of ESG factors is permissible (and seems to be...
by GeorgeG | Nov 18, 2021 | Blogs
The family trust has been a powerful estate planning tool for a long time. The need for what trusts do came about in the 12th century, and family trusts have been used for a long time as well. Over a century ago, Frank Mars (candy bars) created a trust which had the...
by GeorgeG | Oct 26, 2021 | Blogs
Improving and maintaining your credit is an important step on your path to financial success. Credit is an integral part of our lives that can impact where we live, the kind of car we drive, and even where we work. Having good credit can bring down the costs...
by GeorgeG | Oct 22, 2021 | Blogs
You’re thinking about buying a home, that’s very exciting! Home ownership has always been an integral part of the American Dream, and home values account for a large portion of many Americans overall net worth. With that in mind, it makes sense you want to...
by GeorgeG | Oct 21, 2021 | Blogs
Superman, Wonder Woman, Mother Teresa and Gandhi lived their personal values and followed a code. Superman holds strong to not killing, keeping his secret identity a secret, and using his powers responsibly. Wonder Woman lives to serve as a living example of the...
by GeorgeG | Oct 21, 2021 | Blogs
We, as humans, have many amazing superpowers. One of my clear favorites is our ability to create the future we desire. It’s truly amazing if you think about it. When you take the time to reflect on what you want your future to look like, when you create a plan of...
