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Today's unwed couples are older and more affluent than in years past—and they require your services even more than most married couples do. Here's how you can offer your help to domestic partners in need of planning advice.
Although the investment world has long ignored the gay community, firms and companies are realizing the potential of this group whose average household income is 70% above the national average.
Couples planning turns conventional wisdom on its head in some cases. Here are the lifestyle and financial questions you must consider to come up with a viable retirement strategy for your married clients.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025