Financial Planning for LGBT and Nonconventional Couples

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Joshua Charles

With Joshua Charles, Certified Financial Planner, Board Member – Pride Planners, Founder – Financial 360

Joshua T. Hatfield Charles focuses on creating customized financial plans to help individuals or members of a committed life partnership from unexpected financial surprises and irrevocable outcomes due to a lack of appropriate planning. He helps married and unmarried individuals and couples keep their financial lives in order by providing them with the necessary financial tools and education needed to handle long-term decisions.

As a Board member of Pride Planners, which provides financial planning and advice to the LGBT community, Joshua talks about the financial implications of the Supreme Court’s ruling against a ban on same sex marriages and addresses financial planning for non-gay and gay couples in an environment where people are in committed relationships but decide not to get married. He talks about how the ruling is changing things and has, in the near term, made things more ambiguous for non-conventional couples.

  • TAGS
  • FINANCIAL PLANNING FOR LGBT COUPLES
  • GAY MARRIAGE
  • JOSHUA CHARLES
  • lgbt
  • lovewins
  • PRIDE PLANNERS
  • supreme court
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Since 2001, I've helped educate and counsel investors like you with truthful answers so they can make informed money decisions. Through my association with WPBI and WLRN, National Public Radio for South Florida, I have been bringing you the same hard-hitting advice each week with "On The Money!". This show helps to protect you from self-serving forces within the financial services industry. I am also Managing Director for United Capital Financial Advisers, LLC, which is not affiliated with On The Money Radio.