Hope for the Best, Prepare for the Worst
The news out of Orlando this past weekend has me a bit shaken. When I woke up Sunday morning, the headlines of 23 people dead at a gay club made…
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Helping You Understand and Improve Your Business
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Three Tips to Keep Your Relationship Healthy and Wealthy
When I started thinking about my blog and my business, I knew I wanted to serve the GLBTQ community, specifically gay and lesbian couples. Marriage equality was creating exciting, financial… -
Kicking Off Pride Month with a Nod to Those that Came Before Us
Happy June everyone! June is LGBT Pride Month. It’s a month filled with nationwide celebrations of, as President Obama put it, “the tireless dedication of advocates and allies who strive to… -
Getting the Most Out of Your Summer Spending
It’s that time of year. Short-sleeve shirts become everyday wear. Restaurants put out their patio furniture and open up their windows. And you see crowds of people out enjoying the… -
Do You Need a Trust?
When most people think of the pillars of estate planning, the trinity of will, trust and advance care directives come to mind. While I think all of these instruments are… -
The Most Important Part of Your Financial Plan
Since becoming a RIA, I’ve had the opportunity to create more comprehensive financial plans for clients. Through that process, I’ve been able to see what people find most valuable about… -
How to Deal With Changes to Your 401k
My firm is going through a bit of transition at the moment. As one of the many changes that are coming, all employees just received notice that the company will… -
To Prenup or Not to Prenup?
Wedding season is approaching, and I can’t wait for several unions to take place in the next few months. As those of you getting married start to solidify your guest… -
Five Things That You Should Do Right After You File Your Tax Return
The passing of the first tax return deadline brings a huge sense of relief. The scramble to get your documents in order and rushing to get everything done really takes… -
Why Young People Need Financial Advisors
I recently read an article by Bruce Horovitz in the Washington Post about picking a financial advisor that really caught my interest. I agreed with a lot of it, especially… -
Haven’t Filed Your Taxes Yet? Don’t worry. You Still Have Options.
The first tax deadline is less than two weeks away. And even with an extra three days until April 18th, I know some of you are scrambling to get your… -
Do You Have the Right Types of Insurance?
I know that the title of this post already has some of your eyes glazing over. Insurance is the type of thing that most ignore until they really need it.… -
How to Navigate Filing Your First Joint Income Tax Return
It’s that time of the year again. The tax deadline is a little less than a month away Remember that the deadline is April 18th this year because April 15th…