8 Financial Milestones
Get ready to celebrate your Financial Birthdays! Starting at age 50, these birthdays will become a big part of your financial journey.
Basics of Social Security Retirement Benefits
This checklist provides you with the basic information for Social Security Reitrement Benefits.
Estate Planning for Same-Sex Couples
If you're in a same-sex marriage or about to get married, you'll want to consider reviewing your estate planning goals, strategies, and documents with an estate planning attorney to determine whether changes are necessary.
Tips for Finding an LGBTQ+ Financial Planner
Look for financial planners who have specialized certifications that demonstrate their expertise in working with the LGBTQ+ community. The Certified Financial Planner (CFP®) designation requires financial planners to complete coursework in ethics and diversity, which can help ensure that they have a good understanding of the unique financial challenges faced by the LGBTQ+ community.