Gay couple with son in park

LGBT Adoption: The Financial Guide

LGBT Adoption: The Financial Guide Seven financial questions LGBT people should ask before adopting Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors As a financial advisor, people often ask me about LGBT adoption. That’s because adopting a kid is also one of the most important financial decisions you…

Two rainbow flag eggs lgbt 401k

5 Secrets About LGBT 401(k) Plans

Five Secrets About LGBT 401(k) Plans How LGBT people can manage and invest their 401(k) plans Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors LGBT 401(k) plans deserve special attention.  Because let’s face it.  We’re not known as big savers.  A study by Experian, a credit ratings agency,…

Gay Pride street parade

Ultimate Guide to LGBT Financial Advisory

LGBT Financial Advisory Why LGBT people need more than just “LGBT-friendly” financial advisory Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors If you’ve heard it once, you’ve heard it a thousand times… You should save more money for retirement But why does it sometimes feel so hard to…