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No kids, no pension, no social security, oh my!

No kids, no pension, no social security, oh my!

The advice I was giving to my 48-year-old client (let's call him Joe) about the dangers of having half of his total investment portfolio in one stock was starting to feel like nagging. Joe had every intention of selling once it reached his desired price point.  If he could get a big pop on this
The Charity Challenge (Part II)

The Charity Challenge (Part II)

My last post discussed charitable giving, and how to create a system for making the experience easier and more rewarding.  But how do we decide when our giving should be spontaneous (the "save our forests" volunteer at your front door), when it should be premeditated, and when to do ...
The Charity Challenge (Part I)

The Charity Challenge (Part I)

So there I was cruising the silent auction at the big gala to celebrate and raise money for the Los Angeles LGBT Center. Finally, a piece of art that actually, pardon the cliche, talked to me. At last, I would have some cool art on the blank space in my new living room. As I continued playing a
When the wrong beneficiary benefits

When the wrong beneficiary benefits

Procrastination is the art of keeping up with yesterday. - Don Marquis John and Mike (fake names to respect my friends' privacy) fell in love about 10 years ago and, to my eyes, were very much still in love when I helped them recently celebrate their 40th and 50th birthdays.  Mike was ...
Attention CA couples who invest

Attention CA couples who invest

Since the federal government now treats a registered domestic partner's income in CA as community property income (each partner has a right to half of the other partner's income), it's a great time for CA couples to revisit how their investment accounts are titled, and where contributions ...
Do Same-Sex Couples Need Life Insurance?

Do Same-Sex Couples Need Life Insurance?

Life Insurance is boring and, when pitched in its many forms, confusing. While I don't sell any insurance of any type, I counsel many of my clients on the right amount and types of insurance they need. The question that comes to mind for many same-sex couples who don't have children is: Do we ...