MoneySmart

Future Tax Rules Can Further Penalize LGBT Investors

Currently, unless Congress does something to avert what is referred to as “the fiscal cliff,” many upper-income U.S. households will…

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Money Smart — Protecting your Wallet and your Heart

The reality is that many relationships do end—and if that happens, it is in both partners’ best interest to have…

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MoneySmart—Domestic Partner Tax Deductions in Home Ownership

With today’s historically low interest rates, it’s certainly a great time to either purchase or refinance a home. Because domestic…

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MoneySmart — Dying Intestate

Could you be leaving the state in charge of distributing your assets?

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MoneySmart — Protecting the Things that Matter

Money Smart: the advantages of life insurance to the LGBT community, as the proceeds of these policies could help to…

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MoneySmart — When ‘I Do’ Becomes ‘I Don’t Anymore’

MoneySmart: Ensuring both partners’ fair share with a Domestic Partnership Agreement

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MoneySmart: Retirement

When depending on a partner’s retirement income, annuities can offer the perfect solution.

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MoneySmart: The Real Cost of Long-term Care

As baby boomers continue to reach retirement age, one topic that seems to be getting more attention is long-term care—but…

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