Ready for Baby? Considerations for Same-Sex Couples with Kids
Many same-sex couples have children or are planning to have them in the future. Some enter the relationship with kids from a previous marriage or union, while others may look to adopt or use a surrogate. If you are in a same-sex relationship and looking to add to your family, there are some things you […]
Continue reading ›Should I Pay Off My Mortgage?
If you search the internet, you can uncover as many articles telling you to pay off your mortgage as ones encouraging you to keep it forever. Why are so many financial advisors divided over this one issue? The truth is that it’s simply a matter of strategy, and what works for some people may not […]
Continue reading ›How Much Life Insurance Do My Partner and I Need?
Same-sex couples need to look at life insurance even more so than their heterosexual counterparts. With so many unknowns when it comes to the legal ramifications of civil unions and domestic partnerships, life insurance should be an integral part of every same-sex couple’s financial planning process. Life insurance should not be treated as a one-size-fits-all […]
Continue reading ›Investment Advice: The Benefits of Working with a Registered Investment Advisor
Whether you are a high-net-worth individual or a mid-size institution, it can be difficult to develop an investment strategy and oversee your investments – especially as your portfolio grows and becomes more diverse. Because of this, many people seek investment advice through a third party. Not all advisors are equal, though, when it comes to […]
Continue reading ›
