Socially Responsible Investing is often shortened to “SRI” or more recently “ESG”. The “E” in ESG stands for Environment, the “S” stands for Social, and the “G”
For anyone who finds themselves 5-10 years away from retirement, I'd have to recommend this book.
Its worksheets take you step-by-step through such
I love this book! I think that everyone who's close to retirement, or in retirement, will benefit from reading this book. You can read it all the way
I just listened to "The Investment Answer" by Daniel C. Goldie and Gordon S. Murray, which was recommended by a client. (Thanks, Mike!) I believe their views on
Jenny Ling, a local attorney, wrote this article in her October 2018 Newsletter, which I found very useful. We all want to avoid paying unnecessary taxes
We all spend money. But do we do so wisely, so as to maximize the happiness it can bring to us? "Happy Money" by Dunn and Norton discusses the links