TITLE

Time for an annual review of your finances

AUTHOR(S)
Myers, Melissa; Tucker, Michael
PUB. DATE
October 2006
SOURCE
Echo Magazine;10/19/2006, Vol. 18 Issue 3, p44
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article discusses the basics of financial and legal planning for GLBT people. It advises to identify the assets earmarked for a given goal and decide how much to save every year towards the goal. It states that it is important to assess various risks as part of basic financial planning. It cites that unmarried couples can do year-end income tax planning to ensure that available income and deductions for the year are efficiently being allocated between them for tax purposes.
ACCESSION #
22868810

 

Related Articles

  • Against all logic. Dievendorf, Emily // Between the Lines (10807551);1/5/2012, Issue 2001, p8 

    The article shares the author's disappointment on Governor Rick Snyder's move to sign the bills that ban on domestic partner benefits in Michigan. She states that the move of Snyder was unreasonable to the LGBT families and allies to stay in the country. She mentions that it is impossible not to...

  • Taxes become the new battleground over gay rights. Bajko, Matthew S. // Bay Area Reporter;6/26/2003, Vol. 33 Issue 26, p38 

    Focuses on the effort of former California assemblywoman and head of the State Board of Equalization, Carole Migden, to fight for gay rights concerning taxation issues. Call for an equal treatment of the GLBT community by supporting the proposal to change how the state assesses property held by...

  • Changes in domestic partnership could cause undesired consequences. Bone, Travis D. // Gay & Lesbian Times;9/23/2004, Issue 874, p16 

    Reports on efforts of the GLBT community center in San Diego, California to provide information to domestic partners on possible consequences of the state's domestic partnership law which takes effect January 1, 2004. Decision of many same-sex couples not to register or to dissolve their legal...

  • Financial planning starts now. Stuart, Bruce S. // Bay Area Reporter;4/4/2013, Vol. 43 Issue 14, p8 

    In the article, the author discusses the need for members of the lesbian, gay bisexual, and transgender (LGBT) community to undergo a financial planning process in order to attain their financial objectives amidst the financial inequalities that they confront in the U.S.

  • Time to review your investment choices. Myers, Melissa; Tucker, Michael // Echo Magazine;2/23/2006, Vol. 17 Issue 12, p38 

    Presents a conversation about the need to review investment choices. Steps involved in reviewing investment choices by financial planners; Example of financial planning for an unmarried couple; Factors to consider during a review.

  • Mix and commigle. Myers, Melissa; Tucker, Michael // Echo Magazine;3/8/2007, Vol. 18 Issue 13, p28 

    The article presents a question and answer related to cohabitation. One person asks how to manage finances once a couple decides to live together. The article provides advice on how to maintain personal finances, such as keeping separate checking accounts but consider opening a joint account for...

  • SEMINAR FOCUSES ON FINANCIAL CONSIDERATIONS OF DOMESTIC PARTNERSHIP. Dougher, Sarah; Cuti, Jaymee R. // Just Out;3/18/2005, Vol. 22 Issue 10, p11 

    Announces a seminar to be hosted by Merrill Lynch to discuss financial planning issues faced by domestic partners, to be held on March 23, 2005, in Portland, Oregon.

  • Keeping Money Unmarried. Palmer, Kimberly // U.S. News & World Report;4/28/2008, Vol. 144 Issue 12, p58 

    This article focuses on keeping personal finances separate between unmarried couples. The article explains that shared financial investments such as cars or homes can be lost if a couple breaks up. The article stresses individual accounts and credit cards. Couples with children or large assets...

  • More Loving Without a License. Hoyt, Peggy R.; Pollock, Candace M. // Journal of Practical Estate Planning;Feb2008, Vol. 10 Issue 1, p17 

    The article presents the author's view concerning the standard for the estate planners to work with committed but unmarried couples. They discussed the legality of unwedded but committed couples and the issue of the non-uniformity of the same-sex marriage in the U.S. They also mentioned the...

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics