In a system that was not designed for same-sex couples or persons with a same-sex orientation, this book will help homosexuals identify financial planning issues common to society in general, and to the gay community specifically, and teach them to foresee life events likely to affect their financial status, and successfully develop financial strategies that navigate their finances around these events.
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Most Helpful Customer Reviews
3.0 out of 5 stars
Good but Challenging,
By
This review is from: J.K. Lasser's Gay Finances in a Straight World: A Comprehensive Financial Planning Handbook (Paperback)
I am not a math person and this starts off written for me. Then it gets so overwhelming that I can't finish it. I have put it back on the shelf to review later.
I've decided to let Quicken help me rather than create spreadsheets - that way all of my accounts are in one place, including my partners. The hard stuff for me in the book is really the financial planning sections rather than the checking and savings. And of course, that's what I was hoping this would help identify for me. There were some (very few) tips on why some accounts should be set up a certain way as a gay couple. Basically finances seem to be finances and this doesn't exactly cater to gays except in the title...maybe later in the book, the part that doesn't make sense to me there will be more.
5 of 8 people found the following review helpful:
5.0 out of 5 stars
Reflections of a gay banker,
By nmago "nish" (New York) - See all my reviews
This review is from: J.K. Lasser's Gay Finances in a Straight World: A Comprehensive Financial Planning Handbook (Paperback)
As an openly gay investment banker, I feel that I have expertise on both topics addressed in this book--namely finance and homosexuality. Few have considered how these two topics interact. I have often felt that the personal finance decisons of gay men like me (and women of course) are not the same as for those that are not gay. Bravo!!
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Inside This Book
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First Sentence:
Regardless of who you are or where you are in life, the financial planning process is about setting and achieving goals. Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
monthly savings requirement, annual retirement income needs, credential administered, incapacity planning, monthly savings amount, fixed outflows, current retirement savings, total monthly savings, gift tax annual exclusion, risk pyramid, cash equivalent investments, cash value insurance, tax planning strategies, estate tax planning, estate tax exemption, insurance planning, last illustration, ethics requirements, health care power, financial planning process, revocable living trust, single filers Key Phrases - Capitalized Phrases (CAPs): (learn more)
State of Bliss, Additional Amount Needed, Income Tax Planning, Susie Sample, Fund Net Annual Retirement Income Needs, Internal Revenue Service, Additional Monthly Savings Required, Additional Monthly Savings Requirement, Financial Planning Fundamentals, Love City, Total Monthly Savings Required, Cutting Edge, Future Value of Existing Retirement Savings, Polly Pureheart, Total Amount Needed, Annual Retirement Income Desired, Assumed Rate of Return Years, Future Value of Employer's Pension, New Jersey, Notarial Seal, Notary Public My Commission Expires, Subtract Line New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Index | Back Cover | Surprise Me!
Regardless of who you are or where you are in life, the financial planning process is about setting and achieving goals. Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
monthly savings requirement, annual retirement income needs, credential administered, incapacity planning, monthly savings amount, fixed outflows, current retirement savings, total monthly savings, gift tax annual exclusion, risk pyramid, cash equivalent investments, cash value insurance, tax planning strategies, estate tax planning, estate tax exemption, insurance planning, last illustration, ethics requirements, health care power, financial planning process, revocable living trust, single filers Key Phrases - Capitalized Phrases (CAPs): (learn more)
State of Bliss, Additional Amount Needed, Income Tax Planning, Susie Sample, Fund Net Annual Retirement Income Needs, Internal Revenue Service, Additional Monthly Savings Required, Additional Monthly Savings Requirement, Financial Planning Fundamentals, Love City, Total Monthly Savings Required, Cutting Edge, Future Value of Existing Retirement Savings, Polly Pureheart, Total Amount Needed, Annual Retirement Income Desired, Assumed Rate of Return Years, Future Value of Employer's Pension, New Jersey, Notarial Seal, Notary Public My Commission Expires, Subtract Line New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Index | Back Cover | Surprise Me!
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