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Planning for LGBTQ Individuals & Couples
Financial planning for LGBTQ individuals and couples may include helping couples understand all the benefits and challenges the law presents for them and ensuring that estate plans direct assets according to one’s wishes.
What LGBTQ Couples Should Know Before Meeting with a Financial Planner for the First Time
Members of the LGBTQ+ community make the decision to express ourselves and show up as queer, or not, on a daily basis. Making the decision to contact a CERTIFIED FINANCIAL PLANNER™ professional for the first time can feel like a daunting, complex challenge for my community.
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A Quick Insurance Guide for LGBTQ
Insurance can feel daunting for many of us — particularly if you’re a lesbian, gay, bisexual, transgender, questioning, and/or queer (LGBTQ+) individual who has concerns about fully being understood by insurance providers. Or you are single and don’t think you need it.
New Job? What LGBTQ Women Need to Know About Combining Retirement Plans from Different Employers
In general, you’ll have two ways to combine your retirement plans and ideally increase your savings when starting a new job: Your new company may offer a 401(k) or a 403(b) plan that accepts rollovers. You might choose to roll over your plan into an IRA with a financial services firm of your choice.
Financial Planning Strategies for LGBTQ+ Couples
Financial planning strategies can be complex for LGBTQ+ couples; to begin, where you live matters. As has been well documented, although there has been progress with equality on a national level, more work is needed at the state level.
Personal Finance Questions Fiancées Should Discuss Before Tying the Knot
Personal finances are one of the major causes of stress in a marriage. Before you get married, you and your fiancée should discuss these personal finance questions.
The Anatomy of a Great Financial Plan
Great financial plans don’t follow a formula. You can work with a CFP® professional to build a financial plan that reflects your best interests.
Building Credit 101
Good credit is an important aspect of life’s major decisions: it's required to obtain loans, keep low interest rates on credit cards and purchase a home or car.
Understanding Medicare
Medicare is a valuable source of health insurance for people 65 and older, and for some younger adults with permanent disabilities.
Social Security and Payroll Taxes, What You Need to Know Today
Here are the top 10 things you need to know about Social Security retirement income benefits and the payroll tax deductions.
Claiming Social Security Benefits Think Before You Click
Before claiming your Social Security benefit, carefully analyze how the timing of your benefit claim could affect your retirement income in the long run.
A Retirement Guide for Her
Budgeting, risk management and investing decisions allow women to overcome disadvantages they face in retirement, and helps them achieve financial security.