IN THE PRESS

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We are committed to being partners with our clients in realizing their financial ambitions. We offer excellence and sensitivity in tailoring strategies to the financial and legal needs of same-sex couples, individual members of our community, and our supporters.

The Advocate

Wealth Matters

April 2010

Banks have always found a way to help the rich, regardless of sexual orientation, manage their money, but more recently some savvy financial services companies have found ways to  make client services fruitful for the rest of us too.

Future Shock

June 2009

The biggest unknown in your financial future isn't the market's performance, it's how long you're going to live.

Leibovitz's Loss

May 2009

Is the famed photographer the victim of antigay tax laws?

The Urge to Merge

March 2009

First comes love, then comes...buying a nest together.

Single File, Please

February 2009

Sometimes it pays to be single in the eyes of the IRS

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Making Gays Feel Welcome as Customers

April 2010

Banks have always found a way to help the rich, regardless of sexual orientation, manage their money, but more recently some savvy financial services companies have found ways to  make client services fruitful for the rest of us too.

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Gay Money, Straight Advice

October/November 2001

Financial expert Jennifer Hatch answers parents' most frequently asked questions on financial planning.

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Mover and Shaker

This seasoned financial adviser invests in her clients and the futures of LGBT youth.

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Not Your Mother's Lesbians

In the past, when lesbians were seen in pop culture—if they were seen at all—they tended to be sexless creatures draped in flannel. Showtime’s The L Wordreverses the stereotype. And, writes Kera Bolonik, New York’s lesbians are ready for a new paradigm.

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Money Matters Report

June 2006

Money isn't gay or straight, so how does a financial consultant advise gay and lesbian clients differently? NY1's Paul Messina finds out in this Money Matters Report, as our coverage of Pride Week continues.

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Tax Changes for Gay Married New Yorkers

August 2011

Married couples who earn more than $75,000 each and plan on filing a joint return may want to continue to keep their “single” withholding so that they don’t end up owing the state money in April because of the marriage penalty, said Tina Salandra, a New York accountant with expertise in same-sex couples’ issues. The penalty causes married couples to owe more money than if they filed their returns separately.

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Home Sweet Homo

October 2005

What you and your partner must know when buying a house.

Financial Makeovers

December 1999

Who makes your financial dreams a reality? You do, of course, though sometimes a little help can be invaluable. Jennifer Hatch, the managing partner of Christopher Street Financial, provides her expert advice to our subjects, who are looking for new strategies to achieve their financial goals.

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Gay Money, Straight Advice

Spring 2006

Joint Ownership Can Cause Problems If Not Prepared Properly

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Buying a House and Protecting Your Assets

The subject today is getting cozy...So you and your sweetie are buying a home. Congratulations! Now comes the hard part: getting the paperwork right.

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Family Matters

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Where Same-Sex Couples Bank Without Fear

March 10, 2010

But some groups, like Christopher Street Financial, work specifically with same-sex couples and LGBT individuals to design financial plans in accordance with their sometimes unique needs and, in the last decade, has seen competitors finally pop up all over the country.

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