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Category: LGBTQIA+

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 [...]

Katie Quick
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 SchrempfKatie Quick
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 [...]

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

June 6, 2022

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

It’s June again, and along with the welcoming of the long summer months, we also can celebrate PRIDE! In the spirit of Pride month, we wanted to take some time to discuss nuances in financial planning for LGBTQIA+ couples. As with many things in our world, much of the investment advice and information out there [...]

Katie Quick
Contributions from: Katie Quick, CFP®

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