It’s deeply beneficial to have someone on your side of the table who can help you navigate financial decisions — someone that understands your life and your financial goals. When you work with us, you’ll connect with people who understand the planning considerations of the LGBTQ+ community and their families.
If you and your partner are starting a family, how will the costs fit into your overall financial picture? If you have been in a partnership for 30 years and are considering marriage, what are the financial and estate implications? How can you find an open and accepting long-term care facility? Regardless of what decisions you will encounter during life, we will be here to provide tailored advice, guidance, and follow-through.
Retirement planning is a puzzle, and there are multiple financial and emotional “pieces” that must come together. We can help you manage the more technical items, like the spousal benefits from Social Security or a pension plan, to the more value-driven items, like crafting an estate plan that truly captures your vision. At each step, the advice is customized for you. So, whether you are in a partnership or married, have children or don’t, the advice we provide is always driven by your goals.
We value the opportunity to learn from and serve our friends, family, and coworkers who are part of the LGBTQ+ community. In all our work, we listen first and provide advice second.
For many Americans, retirement represents a milestone goal, a transition into truly embracing freedom in many ways for the first time. It’s a reward for a lifetime of hard work...
As I write this, my fiancé Joe and I are navigating a series of major financial and life events. From a financial perspective, life is all about working towards multiple goals at the same time.
For starters, we are planning our wedding in Mexico City in November
. At the same time, we are also working through the process of starting a family through surrogacy. And if that wasn’t enough, we are also planning to buy a new house. Working toward these goals (while continuing to save for retirement) has required a lot of careful planning and disciplined saving. In this article, I wanted to share what we’ve been doing from a financial planning and investment management perspective to make it all work.
Today, there are more than 3 million LGBTQ+ Americans over the age of 50, and that number is expected to more than double in the coming decade.[1] Many of these...