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Category: LGBTQIA+

February 21, 2025

Mind the Gap(s)! Financial Planning as a LGBTQIA+ Couple

In the start of this new year and new administration, many LGBTQ+ investors are wondering what the future holds. In this time of uncertainty, it might be the perfect time for LGBTQ+ couples to ensure their financial world is current, accurate, and best serving. Without federal protections ensuring equal rights to those in the LGBTQ+ [...]

Contributions from: Katie Quick, CFP®

June 12, 2024

Financial Considerations for LGBTQ+ Family Planning

Family planning for LGBTQ+ couples can come with a unique set of challenges and considerations. While the emotional and logistical aspects of starting or expanding a family are at the forefront, financial planning is equally important. From navigating the costs of medical processes to understanding legal implications and securing parental rights, financial preparedness plays a [...]

Contributions from: Katie Quick, CFP®

June 14, 2023

Diversified Estate Planning for LGBTQ+ Families

When it comes to estate planning, LGBTQ+ individuals may need additional considerations to ensure that their wishes are fully honored and protected. Given the variation in state laws and recognition, same-sex couples must continue to be conscientious and thoughtful when it comes to their estate planning efforts, and are highly encouraged to seek a competent [...]

Contributions from: Katie Quick, CFP®

February 1, 2023

Reflecting on 2022’s Respect for Marriage Act: How does it impact the lives and finances of American same-sex marriages?

On December 13, 2022, the Biden Administration passed the Respect for Marriage Act. Thinking about our clients who are impacted, we wanted to offer perspective on what this means today and for the future. To provide context, let’s look at the relevant legal history of the subject over the past few decades: The Defense of [...]

Alex Schrempf
Contributions from: Alex Schrempf, Katie Quick, CFP®, Rich Merrifield, CFP®, AIF®

June 22, 2022

Invest With Pride: Finding the Right LGBTQ+ Financial Planner

Pride Month has become a widespread movement to vocalize support and raise awareness around LGBTQ+ issues. It’s a time to come together and celebrate the contributions of the LGBTQ+ community, commemorate the historical impact, and acknowledge the continued struggle for visibility and equal legal rights across the country. However, it’s important to recognize that celebrating Pride [...]

Alex Schrempf
Contributions from: Katie Quick, CFP®, Alex Schrempf

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