Impact Blog

Featured on CNBC: Careful Planning Can Ease Retirement's Health Costs

The potential health-care costs during retirement can seem pretty daunting, but don't despair. According to a Fidelity Investments study, a 65-year-old couple in 2014 would have needed $220,000 to cover health-care costs during the course of their retirement, not including skilled nursing care. Unlike long-term-care insurance, medical insurance expenses during retirement are a relatively straightforward calculation consisting of three main elements (not covered by the free Medicare Part A): Premiums for Medicare Part B Medicare supplement premiums or, if not purchased, Medicare co-pays Medicare Part D (prescription drug coverage) premiums and co-pays "People don't normally have a concept of

Sierra Club Invites Impact Investors to Speak

Shane Yonston, Principal Advisor at Impact Investors, will be speaking on Socially Responsible Investing at San Diego's Sierra Club offices next Wednesday evening. Some avoid businesses involved in alcohol, tobacco, gambling, pornography, weapons, fossil fuel production, and/or the military. The areas of concern recognized by the SRI industry are sometimes summarized as ESG issues: Environment, Social justice, and corporate Governance. During the presentation, Yonston will discuss the history of Socially Responsible Investing; describe the various tools such as shareholder advocacy, community investing, and portfolio screening; explore the recent growth in responsible investing; highlight pe

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Impact Investors, Inc. is a Registered Investment Advisory firm (CRD #289028) specializing in Sustainable, Responsible, Impact (SRI) investing. We provide individuals, families and organizations with a team-based, comprehensive financial planning and investment advisory service, by integrating our client's impact objectives with their financial goals into an overall wealth management strategy. Please review our Disclosures or Contact Us with questions. Copyright © 2020 Impact Investors. All rights reserved.