Financial PlanningLGBTQ+ Retirement: 3 Questions That I’m Hearing
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. Many of these...
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.
As a gay man, the financial lessons and best practices that I was taught from a young age haven’t always applied to my life. And as I look back, there...