The checklist every adviser needs to serve LGBT clients

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From July 22nd, 2016 By Thomas Mingone Since the U.S. Supreme Court constitutionalized same-sex marriages last year, there are now approximately 491,000 same-sex marriages in the U.S.; 123,000 marriages more than prior to the ruling. This landmark recognition ensured that all married gay clients are entitled to a plethora of financial planning strategies and workplace… Read more »