MoneySmart

Chart Your Own Course: A Formal financial Plan Can Provide You With a Customized “Road Map”

When it comes to financial planning, everyone is different.

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Post-DOMA Planning Update

What is—and isn’t—allowed.

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Your Financial Future

What to look for in a financial adviser. MoneySmart

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Pros and Cons of Comingling Assets

. . . with your domestic partner

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Planning Strategies for Same-Sex Couples with an Age Gap

...for same-sex couples with an age gap. MoneySmart

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Bi-national Same-sex Couples

Challenges and solutions

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Before Tying the Knot…

...factors to consider.

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Social Security . . .and same-sex married couples

Even though we’ve heard a lot lately about the uncertainty of future Social Security benefits, the truth is that this…

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Identity Theft

How to guard against identity theft. MoneySmart

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Assisting a Loved One Who Has Cognitive Impairment…

...while protecting your own financial security. MoneySmart

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