Social Sercurity Planning

How Financial Planning Has Changed for Same-Sex Couples

How Financial Planning Has Changed for Same-Sex Couples Retirement & estate planning strategies are being greatly altered. When the Supreme Court affirmed the legality of same-sex marriage in June, its ruling profoundly altered the financial planning landscape for gay and lesbian couples – resulting in some “night and day” differences. Yet in looking at the financial “before and after,” same-sex spouses and their advisors must also consider the “when and where” – because the Supreme Court ruling only applies to [...]

By |2017-03-28T08:17:29-04:00August 8th, 2013|Estate Planning, Personal Finance, Social Sercurity Planning, Uncategorized|Comments Off on How Financial Planning Has Changed for Same-Sex Couples

Reassessing Retirement Assumptions

Reassessing Retirement Assumptions What makes financial sense for some baby boomers may not make sense for you. There is no “typical” retirement. Many baby boomers want one and believe that they will have one, and their futures may indeed unfold as planned. For others, the story will be different. Just as there is no routine retirement, there are no rote financial moves that should be made before or during this phase of life, and no universal truths about the retirement [...]

By |2017-03-28T08:17:30-04:00May 2nd, 2013|IRA, Retirement, Saving & Budgeting, Social Sercurity Planning|Comments Off on Reassessing Retirement Assumptions
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