LGBTQ Financial Planning Resources

Financial Management Resources for the LGBTQ Community
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.
Hancock Partners' LGBTQ Financial Management Resources

Blog: How to find affordable therapy
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.

Blog: LGBTQ+ Community has unique aging issues
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.

Blog: tips for finding an LGBTQ+ financial planner
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.

Blog: The path to parenthood: a financial guide for lGBTQ+ parents-to-be
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.

Blog: New opportunities for LGBTQ+ business owners
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.

Blog: The best LGBTQ+ Companies to work for
These companies are the best at promoting LGBTQ+ diversity and inclusion.

Blog: Estate Planning for the LGBTQ+ Community
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.

Blog: Same-Sex Marriage and finances: what every couple should know
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.

Blog: ESG Investing: The New Frontier for Environmentally Conscious Investors
Environmental, Social, and Governance (ESG) investing is on the rise throughout the world. Here are some definitions and considerations.

Blog: Financial Factors Impacting the LGBTQ+ Community
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.

Blog: A Helpful Insurance Guide for LGBTQ+
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.

Blog: 4 Financial Aid Resources for LGBTQ+ Students
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.

Blog: Financial Insights for the LGBTQ+ Community
Retirement is not easy for most couples and even harder for lesbian, gay, bisexual and transgender (LGBTQ) people.

Blog: The Importance of Retirement Planning for the LGBTQ+ Community
Members of the LGBTQ+ community still have some specific factors to consider when planning for their financial future.

Blog: Estate and Financial Planning Considerations for LGBTQ+ Couples
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.

Blog: Investing in Inclusion: Everything You Need to Know About LGBTQ Friendly Investing
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.

Blog: The LGBTQ+ Community and Financial Wellness
Here we discuss some specific challenges that members of the LGBTQ+ community may face and how financial wellness can be achieved despite these obstacles.

Blog: Building Wealth in the LGBTQ+ Community and Closing the Generational Wealth Gap
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.

Blog: Financial Challenges and Resources for the LGBTQ+ Community
Members of the LGBTQ+ community tend to experience more money anxiety than those who are heterosexual.

Blog: Making Wealth Management Decisions as a Couple
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.
Article: How to Invest in LGBTQ+ Friendly Companies
How do you know which companies are true LGBTQ+ allies? For some investors, the answer may be Socially Responsible Investing.
Article: Tax & Estate Strategies for Married LGBTQ+ Couples
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.