Understanding how marriage impacts financial decisions is important. Despite a decade of marriage equality, benefits like spousal IRAs, Social Security survivor
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Insurance requirements, healthcare needs, living situations, and legal documents change as LGBTQ+ older adults age. Check in with your financial advisor
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LGBTQ+ older adults want a friendly living environment. As they age, many feel more vulnerable and fears of rejection, hostility, disapproval, and
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Although LGBTQ+ seniors are seeing improvements in acceptance and assistance in today’s society, they suffered much discrimination in their young and middle
Many individuals view financial planning as an extremely personal and private matter. Sharing sensitive details about your financial assets (or lack thereof)
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Many individuals view financial planning as an extremely personal and private matter. Sharing sensitive details about your financial assets (or lack thereof)
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Often I find there's a lack of education about marriage rights for LGBTQ+ people. And they think things that are not true, because marriage is still pretty new
Although LGBTQ+ seniors are seeing improvements in acceptance and assistance in today’s society, they suffered much discrimination in their young and middle
Often I find there's a lack of education about marriage rights for LGBTQ+ people. And they think things that are not true, because marriage is still pretty new
Read More
At TreeceFi, we proudly say transgender. And gay. And bi. And queer. And straight. And questioning. And … wait, what?
It's not enough to say, “I treat everybody
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At Treece Financial Group, we proudly say transgender. And gay. And bi. And queer. And straight. And questioning. And… wait, what?
It's not enough to say, “I