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LGBTQ Retirement Planning: A Financial Guide to Life After Work
Simon Hobbs, LGBTQ Financial Advisor, Palm Springs, California
We’re here. We’re living longer. Now we get to decide what happens next.
LGBTQ Retirement Planning
A Financial Guide to Life After Work
Simon Hobbs
Inside the guide
01 Introduction
02 How Long Should LGBTQ Retirees Plan to Live?
03 How Much Money Do LGBTQ Adults Need to Retire?
04 How Much Can You Withdraw from Retirement Savings Each Year?
05 How Does LGBTQ Family Structure Affect Retirement Planning?
06 How Is Retirement Planning Different for Wealthy LGBTQ Adults?
07 How Does Marriage Affect Taxes for High-Net-Worth LGBTQ Couples?
08 How Should Wealthy LGBTQ Couples Own Property?
09 What If an Unmarried LGBTQ Couple Breaks Up?
10 How Can LGBTQ Adults Control Who Inherits Their Wealth?
11 What Should LGBTQ Parents Know About Adoption, IVF and Surrogacy?
12 How Should LGBTQ Adults Plan for Life After Retirement?
13 Who Will Look After You in LGBTQ Retirement?
14 Why Is Alcohol a Financial Risk for LGBTQ Retirees?
15 So, What Does a Good LGBTQ Retirement Look Like?
16 Further Reading: How Does LGBTQ Experience Affect Financial Behavior?
I’m a gay financial advisor based in Palm Springs, California, working with LGBTQ clients across the Coachella Valley and throughout the United States.
You may also check the background of Simon Hobbs, investment advisor with California Financial Partners, directly on FINRA's BrokerCheck.
Talk With Simon · simon@calfp.com
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