Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.