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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!

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