Stonewall

LGBT Finances: Progress and Planning

LGBT Finances: Progress and Planning

As millions get ready to mark World Pride 2019 and the 50th anniversary of the Stonewall Uprising, it is remarkable for me to think back twenty five years, when I was a recently out lesbian, who was also a financial planner and investment adviser. I discovered through my own experience that planning required many more steps for those of us in the LGBTQ community. Everything from health care, to retirement and estate planning, adoption and workplace benefits were issues that required special attention and techniques that were not necessary for straight clients.