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Ask the Hammer: What Financial Planning Advice Do You Have for the LGBTQ+ Community?

Jeffrey "The Buckinghammer" Levine of Buckingham Wealth Partners answers a Retirement Daily reader's question about financial planning advice for the LGBTQ+ community.

In this episode of Ask the Hammer, a Retirement Daily reader has a question:

It’s Pride Month! What financial planning guidance do you have for the LGBTQ+ community?

Jeffrey "The Buckinghammer" Levine of Buckingham Wealth Partners, met with Robert Powell editor of Retirement Daily to answer this reader's question.

In this episode, "The Buckinghammer" talks about:

  • The benefits associated with marriage 
  • Child custody issues in same-gender couples when one parent is a biological parent and the other is not a biological parent
  • The impact of the presence of a person's family on their finances 
  • The importance of having proper documents in place
  • Whether or not couples in civil unions should consider getting married
  • The issue of divorce for LGBTQ+ couples
  • How the Supreme Court could impact financial planning 
  • What repealing Obergefell v. Hodges (the Supreme Court case that legalized gay marriage) could mean for same-gender couples and their financial planning 

Be sure to watch the episode to get all the necessary details you need! Happy Pride month!

Stay tuned for more Ask the Hammer!


Got questions?

Email AsktheHammer@BuckinghamGroup.com


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