Palm Springs Office
500 South Palm Canyon Drive
The members of the LGBTQ+ community in Palm Springs can have different financial goals and needs than other clients. Institutional obstacles and individual challenges often create financial pressure and stress.
Keep scrolling for resources that specifically address the financial needs you may have.
More and more people are choosing therapy to make mental health a priority. However, therapy can be expensive. Here are some tips to find an accessible and affordable therapist.
Many LGBTQ+ Baby Boomers are approaching retirement. Long-Term Care and other considerations need to be addressed. Here are some tips that can help you identify and resolve unique aging needs for the LGBTQ+ community.
Many in the LGBTQ+ community say their gender identity or sexual orientation caused financial challenges. Having an LGTBQ+-friendly financial planner can help uncover financial hurdles that many members of the LGBTQ+ community face.
For LGBTQ+ families, the path to financial health may be complex, especially when starting a family. Here are some tips that can help gay couples prepare financially for children.
Are you an LGBTQ+ business owner? You may want to get certified by the National Gay and Lesbian Chamber of Commerce (NGLCC). This may provide your business with opportunities to compete for large contracts from national and local businesses.
These companies are the best at promoting LGBTQ+ diversity and inclusion.
Conflicting federal and state laws present financial planning challenges for LGBTQ-while there are certain protections for the LGBTQ+ community at the federal level, there are still many states that have not updated their laws.
Pursuing financial wellness and managing finances are common concerns for many married couples, including LGBTQ+ same sex couples. Financial health is important, here are some factors to consider when managing finances.
Environmental, Social, and Governance (ESG) investing is on the rise throughout the world. Here are some definitions and considerations.
The LGBTQ+ community has faced financial challenges and disparities, largely due to societal discrimination and inequality. Despite progress towards LGBTQ+ rights, there are still several financial factors that impact the community.
Legal rights for the LGBTQ+ community continue to evolve and expand. Many people still face problems when it comes to finding medical providers and health insurance.
Retirement is not easy for most couples and even harder for lesbian, gay, bisexual and transgender (LGBTQ) people.
Members of the LGBTQ+ community still have some specific factors to consider when planning for their financial future.
LGBTQ+ couples face a few extra hurdles regarding estate planning. From family squabbles to establishing legal parenthood, here are a few considerations when developing an estate plan with your significant other.
Inclusion is a decent thing to do from a human standpoint. It may also improve the profitability of a business that commits to investing with environmental, social, and governance (ESG) factors in mind.
Here we discuss some specific challenges that members of the LGBTQ+ community may face and how financial wellness can be achieved despite these obstacles.
Members of the LGBTQ+ community face a broad range of financial challenges that heterosexual people do not need to deal with—and often are not even aware of.
Members of the LGBTQ+ community tend to experience more money anxiety than those who are heterosexual.
Here’s a look at what you can do to better ensure that you and your spouse or partner are working as true partners toward your most important financial goals.
How do you know which companies are true LGBTQ+ allies? For some investors, the answer may be Socially Responsible Investing.
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to remember.