LGBTQ+ Retirement And Estate Considerations 2

If you were pressed, how would you rate your financial knowledge? Are you the type of person who reads the financial news and literature regularly, or would you consider yourself someone who would rather not deal with the money side of things?

The numbers tell an interesting tale. Some estimate that just 15% of the LGBTQ+ community feel confident with their investing knowledge. That number goes down for the younger generations, with a surprising 60% of LGBTQ+ Gen-Xers and Millennials feeling uncomfortable managing their finances.¹

If you want to understand more about what’s going into your retirement strategy, I’m happy to help. Let’s schedule a time to talk.

^{1. WealthEnhancement, July 24, 2020}

^{The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.}