How to Make Investing More Meaningful
by Michael Aloi, CFP®, CFP®, Summit Financial, LLC
Jan 14, 2020
3 minutes
A longtime client called me to say he wanted to do "more good" in the world with his investment account. He is 52 and giving to charity but only small checks here and there. He plans on leaving some money to his local library in his will, but he is young and that seems far off.
In other words, his current gifting program wasn't enough, he wanted to do more.
After our conversation, I came back to him with two easy
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