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Gay Financial Planner
mission is to work with you in developing and implementing a financial
plan that balances your current desires with your future goals. I
understand that my clients are busy, successful people.
That is why I strive to help them maintain their financial
focus so they can achieve the goals that are most important to them and
their families, both now and in the future.
Gay Financial Advisor
The fiscal cliff, a combination of federal tax increases and
spending cuts totaling about $600 billion, was averted with a bungee jump as
lawmakers reached a deal during the New Year holiday (hopefully we taxpayers
didn't pay them time and a half for work they should have completed weeks
before...). Read the entire article for a summary of the upside, downside and in
between of the outcome.
The Kalorama Wealth Strategies Quarterly Market Review is a brief updating the
performance of the financial markets and providing information on investment and
financial planning topics.
Gay Financial Planning
Every couple and family faces unique financial challenges.
But LGBT families deal with even more complicated issues ó largely due to the
fact that legislation hasnít evolved with relationship and family structures.
For example, most same-sex couples donít receive the same legal protections
automatically offered to married opposite-sex couples.
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Gay Financial Planning
Wallman Financial Group makes available a full range of tax and insurance
services to supplement, compliment, and execute its own planning and securities
services to individuals and alternative families.
This comprehensive team approach can help you build a thorough financial plan for you and your loved ones.
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Our resiliency and ingenuity. Sometimes necessity is the mother of invention.
When pressured for solutions, we make discoveries, change courses and reinvent
ourselves. Our ability to adapt. Individuals, companies, even nations are
presented with change and after what may be an initial resistance, begin to
adapt to the "new normal."
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Same Sex Estate Planning
It is important for all couples to have an estate plan, but
it is critical for same-sex couples. Federal law does not recognize same-sex
marriages, regardless of state law, so even married same-sex partners will not
receive the same federal income and estate tax treatment as traditional married
couples. Moreover, the majority of states do not recognize same-sex marriages or
domestic partnerships, and even those that do may
not provide for automatic inheritance to domestic partners. At the minimum,
same-sex couples should carefully consider the following: