LGBT Financial Planning

LGBT financial planning blogs from Thinking Big Financial, a NYC-based financial planning and investment management firm. Learn more about our services: LGBT Financial Planning Services


lgtbq finances

How Being LGBTQ+ Shapes Your Finances

Even with recent societal and legal changes that have granted more protections, LGBTQ+ people still face many unique financial (and non-financial) challenges. It’s a major reason why the team at Thinking Big is particularly passionate about…
generational differences lgbtq

Generational Differences in the LGBTQ Community and their Impact on Finances

When it comes to finances, our relationship with money is shaped immensely by our upbringings and cultural backgrounds, including our particular generation. For LGBTQ people, historical events like the Stonewall Uprising and the AIDS crisis…
values
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The Values We Live By

Four years ago this month was when TBF officially launched it’s work as a financial planning firm. In four short (or perhaps long— depending on which day you ask!) years, our firm has grown to care for over 50 households and more than 80…
fertility treatments lgtbq

Let’s Have a Baby! Fertility Treatments for LGTBQ Family Planning

For the last installment of our Let’s Have a Baby series, we’ll be talking about Assisted Reproductive Technology (ART). Assisted Reproductive Technology as we know it was first successful in 1978, when Dr. Patrick Steptoe and Dr. Robert…
adoption lgtbq
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Let’s Have a Baby! Adoption for LGBTQ Family Planning

In our next installment of “Let’s Have a Baby” we’re going to look at adoption for LGBTQ family planning. Adoption can be the go-to choice for many LGBTQ families. Some parents-to-be have been adopted themselves and know the deep and…
surrogacy
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Let’s Have a Baby! Surrogacy for LGBTQ Family Planning

My son was born by a gestational surrogate. The process was a whirlwind for my husband and me. We had to think about things like how would we find an egg donor? How much would this cost in total? Would our attempts fail? Or would this take years…
queer family planning
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Queer Family Planning: A Introductory Guide

If you’re a queer person, LGBTQ family planning may seem like a monumental feat. It already takes more energy to navigate everyday life when you come up against challenges that have to do with your identity. Because of the bigotry that’s…
Same-sex-marriage

How Marriage for Same-Sex Couples Impacts Their Financial Plan

Marriage for same-sex couples has recently come into the media spotlight after Justices Thomas and Alito attacked the 2015 landmark decision to legalize it—a reminder to all of us that this important freedom is still on shaky ground. But even…
what if something happens to me
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What happens if something happens to me?

Right now, one question is in the back of everyone’s mind: What happens if something happens to me? It’s a question we tend to ignore in “normal” times. We think to figure out morbid things like making a living will or power of attorney…
lgbtq specialty

Why I Decided to Work with an LGBTQ Specialty

Fifty years ago this month, we will celebrate the seminal event that brought the LGBT rights movement to the forefront: the Stonewall Riots. Even though the LGBT rights movement began decades before the riots, this event catapulted LGBT people…