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Wealth planning (2)

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Creating a values-aligned spending plan: A path to intentional wealth management

 Sep 11, 2023 |Ann Marie Etergino

The term “spending” often gets scrutinized for the sake of saving and investing. Creating a values-based spending plan offers an opportunity for financial empowerment, intentionality, and fulfillment.

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Roaring 2020 – The year ESG reaches its tipping point?

 Feb 27, 2020 |The Etergino Group

ESG investing in 2020 is off to a roaring start as more investors are adopting the Etergino Group’s philosophy of "Connecting Wealth with Purpose."

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