Blog
-
How to Make the Most Out of Your Charitable Giving
In the wake of the Orlando shooting, there has been an outpouring of support both in terms of money and time. These actions show us the good that still exists… -
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… -
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.…