Posts by Wharton Wealth Planning, LLC
What to Do When You Receive an Inheritance
Inheritance Issues to Consider When beneficiaries receive an inheritance, it is important to look at how this money fits into their financial plan. This will depend upon the size of the inheritance and the state of their financial situation. Regardless of the size of the inheritance, it makes sense to look for areas of your…
Read MoreAn ESG Investing Primer (Environment, Social, and Governance)
One of the things I enjoy doing most with my children is going to new beaches and snorkeling and enjoying clean waters and the marine and wild-life. With worries about global warming and environmental pollution escalating almost daily, many of us want to make sure that we are part of the solution, not the problem. …
Read MoreFinancial Planning for Major Life Events and Changes
Major changes and transitions in life often increase the need to focus on financial planning. There are many common events that people go through that result in the need to update or change their financial plans. These events can come along with emotional joy or distress and, if plans are put in place, can have…
Read More8 Step Guide – Maximize Retirement Savings and Reduce Unexpected Risks and Mistakes
Planning for Retirement Most of us look forward to retirement, but it can be a very stressful transition. There are many wealth planning strategies you can pursue to increase the chance that your golden years will truly be enjoyable. Below is a brief guide to maximizing retirement savings and avoiding costly mistakes in retirement planning. …
Read MoreA Guide to ESG Investing and How ESG Creates Value
Environmental, Social, and Governance Investing (“ESG”) can be an important risk-management and mitigation tool for long-term investors. As businesses have started nurturing new value-creation opportunities to address ESG, the investment community has been quick to understand that companies with strong and sustainable ESG programs can deliver better returns. Successful ESG investing still relies on all…
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