MoneySmart

Time for a Getaway?

As we emerge from the darkest days of the COVID-19 pandemic, there seems to be a new travel trend. We…

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Dealing with High Medical Bills

Working with a financial professional who is also LGBTQ-friendly can better ensure that your plan is in line with the…

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Thinking About Starting a Family?

Many same-sex, transgender, and other LGBTQ couples want to build a family. But unlike opposite-sex cisgender couples, the process of…

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Money Smart: Have You Received an Inheritance?

While most people relish the idea of receiving a nice windfall, the passing of assets and property doesn’t always go…

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Buying vs. Renting

Is it smarter to purchase or lease your next home?

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Social Security for Same-Sex Couples

Navigating the benefits that you may (or may not) qualify for.

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Keeping Your Financial Plan on Track

…even if marriage equality is derailed.

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Saving for a Rainy Day

Why does it matter, and how can I get started?

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Operating in One Accord

Financial tips for LGBTQ newlyweds.

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A Quick-Start Guide to Financial Wellness

Taking the first steps to a secure financial future.

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