Financial Planning

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A financial checklist for married, same-sex couples

Thursday, July 4, 2013
NEW YORK -- After celebrating the Supreme Court's historic rulings on gay marriage last week, it's time for same-sex married couples to sit down and go over their finances. [ Read more → ]
Suze Orman (left) and Kathy Travis

Suze Orman: Gay Americans pay more taxes for fewer rights

Monday, February 25, 2013
Personal finance expert Suze Orman says that the Defense of Marriage Act (DOMA), which bars the federal government from recognizing legal same-sex marriages, imposes steep financial penalties on gay and lesbian couples. [ Read more → ]

Morgan Stanley Wealth Management launches LGBT initiative

Wednesday, December 26, 2012
Morgan Stanley has announced the launch of an LGBT initiative to provide its financial advisors with wealth planning tools, business development and marketing resources designed specifically for LGBT prospects and clients. [ Read more → ]
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