Widow(er)s are eligible to file a joint income tax return with your deceased spouse for the year the death occurred (assuming you have not remarried). Also, for the next two years, you may be eligible for special benefits as a “qualifying widower” See IRS Publication 501 for details. https://www.irs.gov/forms-pubs/about-publication-501 About Publication 501 | Internal Revenue…
Day: December 20, 2018
Difference Between Socially Responsible Investing (SRI) and Environmental, Social and Governance (ESG) Investing
Samual Adams, writing for Advisor Perspectives (12/17/18), explains the difference between SRI and ESG: “SRI was originally developed to allow investors to avoid companies they disliked for ethical or values-based reasons. This original form of SRI is now called “exclusions” or “negative-screen” investing. Other SRI strategies have been developed, including positive screen or thematic investing,…