LGBTQ+ financial planning is specialized. We understand that there are unique characteristics involved that might make it harder for you to feel comfortable with your current financial picture. We are dedicated to helping both couples and individuals develop a plan that provides for the now, your future, and beyond. This includes an aerial view of your financial life addressing your investments, employer benefits, tax situation, and your estate plans. Together we will replace the lingering uncertainty with a better path, one that provides confidence and success.
Are you being Underpaid by Social Security?
In Carrie's July 13, 2020 blog post she warns of how a recent audit report showed more than 15,000 widows and widowers were being underpaid by Social Security. The Social Security Administration is supposed to review all cases annually but obviously some slip through the cracks. What's more is, this could apply to divorcees as well, depending on how long your marriage was and whether or not you remarried.
The SECURE Act and Unwed Couples
In Carrie's blog post from February 25, 2020 she explores the ramifications of the newly passed SECURE Act for unmarried couples.
HOW TO INVEST IN LGBTQ+ FRIENDLY COMPANIES
Learn how you can screen your investments to ensure you’re only investing in companies that align with your core-being, and why you might want to do that (financially-speaking).
Life Insurance and Investing for the Transgender and Non-Binary Community
Knowledge is power, so read this to find a thorough step-by-step outline of what to know when you're applying for insurance, how different insurances are underwritten and what's needed to open an investment account.
Are You Passively Funding Hate Crimes?
In Our Lives Magazine's August 2016 issue Carrie was interviewed by Abigail Churchill, JD, regarding how investments can be passively funding firearms and therefore endorsing hate crimes. Read more on pages 58 - 60 in the article titled Are You Passively Funding Firearms?
Social Security Rules for Married Couples
Our Lives Magazine's April 2014 issue features Carrie's article titled Social Security Rules for Married Couples on pages 42-43.
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Long Term Care Risks for Same-Sex Couples
Our Lives Magazine's February 2014 issue features Carrie's article titled In It for the Long Haul can be found on page 46.
How to Invest in LGBTQ+ Friendly Companies
Tax & Estate Strategies for Married LGBTQ+ Couples
5 Estate considerations for the LGBTQ+ Community
Click HERE to download an informational booklet outlining how your financial and estate needs may present different challenges than other partnered couples.