Retirement Planning

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Part II: How US v. Windsor Affects LGBT Clients – Retirement Savings

Same-sex couples whose marital status changed under the historic United States v. Windsor Supreme Court ruling have had a lot to consider over the last year. Here are a few aspects of the financial planning landscape that have changed after the fall of the Defense of Marriage Act:


Why Do High Net Worth Individuals Still Need Long-Term Care Insurance?

As an insurance agent working with high net worth individuals, sometimes convincing them to properly invest in their future can be a challenge.


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