What documents are you missing? Which ones require updating? What’s one thing you are going to follow up on?
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Assuming you've gotten all of your documents done … What do you do with them? Where do you put them? Here are some e-storage systems and tools for organizing
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One of the big differences in financial planning for LGBTQ+ people is estate planning. There are a lot of unique planning considerations. Why is it more
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Surviving same-sex partners and spouses previously excluded from receiving Social Security survivor benefits may now qualify for benefits. If you were in a same
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Whether partnered, married or single, every LGBTQ+ individual and couple needs to address these issues: pensions, Social Security, beneficiaries, and
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When Life Doesn’t Follow Your Plan
Let’s get real. An unfortunate, sad example that illustrates the
I’m a gay man and fearless financial advocate who has helped hundreds of LGBTQ clients for nearly 35 years, and I want to help you, too. With the political and
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David Treece is a fearless financial advocate for the LGBTQ+ community. David has provided advocacy-oriented financial advice and service to South Florida’s
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