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Getting your children involved in saving for college
Q: We are a lesbian couple with two daughters in middle school. We’ve already been saving for them to go to college for years. As they approach high school, how can we help them begin to better u...
12 hrs ago | 0 0 comments | 0 0 recommendations | email to a friend
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Time to rebalance your portfolio
Q: It looks like my investment portfolio has shifted a bit from where it was at the beginning of last year. Is now a good time to rebalance it? A: I’m sure you’re not the only one with this is...
28 days ago | 0 0 comments | 0 0 recommendations | email to a friend
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Get ready for your year-end review
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...
2 months ago | 0 0 comments | 0 0 recommendations | email to a friend
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Is a Roth IRA conversion right for you?
Q: Someone mentioned a Roth IRA conversion to me. I’m not really sure how it works and if it makes sense for my retirement. Can you please help? A: In 2010, the rules for Roth IRA conversions ...
3 months ago | 0 0 comments | 0 0 recommendations | email to a friend
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Creating an effective giving strategy for your business
Q: I operate a gay-owned business and want to make charitable giving part of my business planning. Can you talk about how business owners can support local communities? A: First, I want to tha...
5 months ago | 0 0 comments | 2 2 recommendations | email to a friend
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Making your retirement checklist (and checking it twice)
Q: My partner and I are both still working, but we want to make sure we’re taking the right steps today to be prepared for our retirement. Can you offer us a list of items we should be considerin...
6 months ago | 0 0 comments | 0 0 recommendations | email to a friend
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Coverdell, custodial or 529? How to choose
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. We know there are several options available to us, ...
7 months ago | 0 0 comments | 1 1 recommendations | email to a friend
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Tips for maintaining a good credit rating
Q: I’m a gay man in college, considering applying for my first credit card. Up to this point I haven’t needed one. But now I’m thinking I need to start building a credit history. Is this a good i...
8 months ago | 0 0 comments | 1 1 recommendations | email to a friend
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Managing cash flow in retirement: Careful budgeting is still the key
Q: I’m considering retirement in the next year or so and trying to make sure I’ll be able to cover all of my expenses. How can I make sure I won’t run out of money someday? A: When retirement ...
9 months ago | 0 0 comments | 1 1 recommendations | email to a friend
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Inflation: The silent threat to long-term financial security
Q: My life-partner and I are concerned about the rising cost of food, gas, etc., and how that might affect our retirement down the road. We’ve also adopted a son, and are concerned about how expe...
10 months ago | 0 0 comments | 2 2 recommendations | email to a friend
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