How to get the bt LGBT fancial planng advice. If you are lucky enough to be part of the LGBTQ+ muny, a Gay Fancial Planner jt might be the bt for your fancial future. What steps you should make to show pri your gay personal fance choic.
Contents:
HOW TO GET THE BT GAY FANCIAL PLANNG ADVICE
* lgbt financial planning *
David Rae, print and founr of DMR Wealth Management, is a gay fancial advisor loted Los Angel who is a CFP and an accreded vtment fiduciary (AIF). Rae says, “I know I have many nversatns wh my gay clients that they would never have had wh a straight advisor. The myth of gay wealth.
Acrdg to Rae, “If you have an amazg fancial advisor who is straight but gay-iendly, that is fabulo. ” And yet, he also advis, “If I was startg a search [for a] fancial advisor om scratch, I would ask my iends, or at least start the Google search wh ‘gay fancial advisor’ or ‘lbian fancial advisor.
THE GAY RETIREMENT GUI FOR FABULO LGBTQ FANCIAL PLANNG
More than 3 ln LGBT Amerins are currently over age 50, is time for the gay muny to get ser abour Retirement planng. Here is your Gay Retirement Gui. * lgbt financial planning *
” Another source is the Gay Lbian Directory, which offers a list of more than 5, 000 LGBTQ+-supportive bs.
This is pecially relevant if you live a part of the untry that is more homophobic than average. Rae warns, “The more homophobic the area you are livg , the more important is to seek out a gay-iendly or LGBTQ+ fancial advisor. If you live a state that don’t want people to even say ‘gay, ’ well, your odds likely go up of someone not beg willg to help you once they fd out you are gay.
” He also pots out that homophobia n rear s ugly head anywhere, so be vigilant. “You are ls likely to have an issue wh homophobia Manhattan, Wt Hollywood, or the Castro, but n happen. Lbian, gay, bisexual, transgenr, and queer or qutng (LGBTQ+) people have seen many historil, societal, and legal chang recent years that grant them more equaly and protectn.