Comprehensive Planning for the LGBTQ+ Community
The LGBTQ+ community faces many financial and legal challenges. However, sound financial advice can help. Align yourself with someone you can trust. Globe Wealth Management provides LGBTQ+ individuals with information on personal finance, estate planning, and a variety of insurance options to help them develop a comprehensive strategy to pursue their unique financial goals.
LGBTQ+ Estate Planning Strategies
If you’re a member of the LGBTQ+ community, your financial and estate needs may present different challenges from other married and partnered couples. In 2015, the Obergefell v. Hodges Supreme Court decision made LGBTQ+ marriage legal and paved the way for many LGBTQ+ couples and families to have their unions protected at a federal level. However, these couples may still face issues when establishing an estate strategy.
The LGBTQ+ Financial Experience
Prudential Financial, Inc. conducted a study to take an in-depth look at the current financial landscape for LGBTQ+ Americans. The research demonstrates the diversity of financial experience among LGBTQ+ people and highlights financial concerns and challenges related to the legal status of LGBTQ+ relationships that are unique to the community. This is an important baseline study that provides a snapshot of the financial lives of LGBTQ+ Americans today.
LGBTQ+ Investment Strategies
The attached workbook, designed to accompany the presentation GSAM EMPOWER the LGBTQ+ Investor, reviews common investment challenges faced by many in the LGBTQ+ community, discusses how to build fiscal confidence, and identifies ways to empower yourself financially. Developed by Goldman Sachs Asset Management, the presentation and workbook focus on seven steps towards financial empowerment.