08.18.22

The LGBTQ+ Community Needs Help Meeting Retirement and Personal Finance Goals. Financial Advisors Have a Huge Opportunity to Make a Difference

by: Morey Stettner

LGBTQ+ Americans are less likely to be on track to meet their financial goals, absorb unexpected expenses or believe in their ability to save for retirement, compared to the general population, according to a survey by the Nationwide Retirement Institute. With the LGBTQ+ community lagging on financial security, advisors have an opportunity to make a huge positive impact. The survey found that these individuals were less knowledgeable than the overall population on topics such as retirement planning, estate planning and investing.

Read the full article on MarketWatch