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For same-sex couples, marriage can complicate taxes

NEW YORK Before the Supreme Court legalized same-sex marriage across the United States last June, couples in 13 states still had to perform a complicated dance of filing separate tax returns, even if they had been legally married in another state. This year wi... More »

Post-marriage ruling, U.S. LGBT clients still have unique needs

The U.S. Supreme Court’s June decision to legalize same-sex marriage did not eliminate the unique financial planning needs of lesbian, gay, bisexual and transgender (LGBT) clients. For years, same-sex couples in domestic partnerships needed financial advisers ... More »

Gay marriage’s big benefit is Social Security

CHICAGO Friday’s U.S. Supreme Court ruling on same-sex marriage will give a huge boost to the retirement security of LGBT Americans. That will be especially true in the realm of Social Security – where it pays to be married. The ruling will affect everything f... More »