Q: I’m a gay man and a senior citizen.
Q: I’m in my mid-60s and have worked for about seven different employers during my career.
Q: I can’t believe it is December already! Is there anything specific I should be considering for my financial planning for year-end?
A: First, let me wish a very happy and healthy holiday and New Year to all of you.
Q: I operate a gay-owned business and want to make charitable giving part of my business planning.
Q: My partner and I have recently adopted our first child and we’re starting to evaluate our options to save for her future education expenses.