Wealth Manager, Principal
“Now, more than ever, it is important to revisit and revamp your financial plan to ensure you and your loved ones are protected.”
In her recent Kiplinger article, “Financial Planning Tips for the LGBTQ+ Community From an LGBTQ+ Financial Adviser,” Mindy Neira offers thoughtful, practical guidance to help LGBTQ+ individuals and couples navigate the unique financial challenges they may face. Mindy highlights three areas to focus on when reviewing your financial plans: estate planning, cash flow and savings, and family planning.
To learn more on these topics, read the full article here.
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