ESG Investing; Couples Financial Planning; Qualified Charitable Distributions

<p>Chris and Brian review the scorecard that AMR developed to help those interested in ESG (Environmental Social Governance) investing. It ranks companies based on their cost, performance, and degree to which they have eliminated various “sin” products.</p> <p>Communication and goal setting is critical for couples when it comes to financial planning as individuals have different beliefs and habits about how to handle money. Prenups are becoming increasingly popular, especially for couples entering a second marriage.</p> <p>Gifting appreciated stock as a Qualified Charitable Distribution may be better served than selling it, taking the capital gains hit, and then donating it. AMR talks about Qualified Charitable Distributions and Donor Advised Funds.  </p>