New Mexico Welcomes Marriage Equality!
Another one down! Early yesterday afternoon, we learned that New Mexico became the 7th state this year and the 17th overall, along with the District of Columbia, to recognize same-sex…
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Three Guidelines for Picking a Great Financial Advisor
In completing your year-end review, you may realize that you need a financial advisor to help get you on the right track. Picking one, however, may be harder than you… -
The Estate Planning Document That You’re Not Using But Should
Ben and I are traveling to Georgia next week to visit my family. I love seeing them over the holidays since I only get to hang out with them once… -
Additional Year-End Considerations for Same-Sex Couples
In compiling my year-end checklist, I couldn’t help but think about those same-sex couples whose lives have changed this year because of the Windsor case. And because of this new… -
Your Year-End Financial Checklist
Christmas and New Year’s are just around the corner. With a about two weeks to go before 2014, I’ve already had several requests for help in getting financial houses in… -
Retirement 101: Will I have enough?
So this question presents the ultimate dilemma: will you have enough to retire and live the type of lifestyle that you want? A lot of us will answer “no” to… -
Retirement 101: Roth Contributions vs. Regular Contributions
I want to go back to a pretty important concept regarding the savings vehicles I have covered. I mentioned that you can choose accounts that allow you to contribute pre-tax… -
Retirement 101: Small Business Defined Contribution Plans
Now that you know about the bigger defined contribution plans, I want to focus on three specific accounts for small businesses with employees: the SEP IRA, SIMPLE IRA, and SIMPLE… -
Retirement 101: The Most Common Defined Contribution Plans
Yesterday, I covered the difference between a defined benefit plan and a defined contribution plan. Today, I explore the basics of the most common types of defined contribution plans. As… -
Retirement 101: Defined Benefit vs. Defined Contribution Plans
Happy Monday! I can feel the full force of the holiday season. I see lots of decorations, people out partying, and the stores packed with shoppers looking for gifts. In… -
The Greatest Year in Gay Rights History
My recent engagement inspired me to write about marriage this week. It’s an exciting time for me and the GLBT community in general. The progress made this year has been… -
Prenuptial Agreements: A Discussion Everyone Should Have
The other day, Ben asked me to write about prenups. This request made me smile because after twelve years, I think I’m finally rubbing off on him. I say that… -
So You’re Engaged, Now What? A Financial Roadmap for Pending Nuptials
“So when is the wedding?” I was posed that question even before I released the stress of planning the proposal. I’ve actually had wedding discussions with many straight friends, and…