LGBTQ Financial Planning
Fortunately, Marriage Equality has greatly reduced the gap between LGBTQ planning and heterosexual financial planning, yet it hasn’t fully eliminated the need for a unique financial approach. Whether you’re single, married or unmarried partners, we relate your needs and are well-versed in the nuances of financial planning for LGBTQ individuals. With Buckingham, you can expect empathy and understanding dialogue around your taxes, investments, estate and life insurance.
What you may be thinking:
- How could marriage impact my finances?
- How should I be filing my taxes to be as tax-efficient as possible?
- How can I ensure my investments reflect my social and political views?
- How can I find other professionals who also specialize and cater to LGBTQ clients?
At Buckingham, we always aim to better understand your current financial situation as well as your future goals and endeavors to help design a financial strategy catered to your wants and needs. For members of the LGBTQ community, that’s no different. What is different are the financial roadblocks and variables that accompany single individuals and married or unmarried partners. Things like how to financially plan for adoption or surrogacy, or finding attorneys experienced with LGBTQ trusts and estates. All to create a holistic financial strategy that puts your needs, values and ambitions first.
How Buckingham Helps
Meet some of our best minds in LGBTQ Financial Planning.
See our latest thoughts and insights on LGBTQ Financial Planning.
February 04, 2021
How to Reinvent Your Permanent Life Insurance Strategy in Retirement
Understand what you have with your current permanent life insurance policy in order to make the best use of it in your retirement plan.Read the article
February 02, 2021
The Illusion of a Linear Life—and Financial Plan
A consistent theme among dynamic rules for determining how much you can safely spend each year in retirement is adaptation, which is why your plan accommodates the surprises and change sure to arise.Read the article