PGN FINANCES MONEY from page 12
taxes may be due, depending upon an individual’s tax bracket.
Philadelphia Gay News www.epgn.com Oct. 11-17, 2013
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ALERT: With all of the exciting recent news coming from Washington, D.C., about same-sex marriage recognition for certain federal-benefit programs, I’m sure many of you have questions. Please feel free to contact me if I can offer any guidance on how these latest developments may impact you and your partner. And please look for upcoming OutMoney columns, which will address some of these issues as they continue to develop. Jeremy R. Gussick is a Financial Advisor with LPL Financial, the nation’s largest independent broker-dealer.* Jeremy specializes in the financial planning needs of the LGBT community and was recently named a 2013 FIVE STAR Wealth Manager by Philadelphia Magazine.** He is active with several LGBT organizations in the Philadelphia region, including the Delaware Valley Legacy Fund, the Greater Philadelphia Professional Network and the Independence Business Alliance. OutMoney appears monthly. If you have a question for Jeremy, you can contact him via email at jeremy. gussick@lpl.com. LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. *As reported by Financial Planning magazine, 1996-2013, based on total revenues. **The Five Star Wealth manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience. This article was prepared with the assistance of S&P Capital IQ Financial Communications and is not intended to provide specific investment advice or recommendations for any individual. Consult your financial advisor, or Jeremy, if you have any questions. Because of the possibility of human or mechanical error by S&P Capital IQ Financial Communications or its sources, neither S&P Capital IQ Financial Communications nor its sources guarantees the accuracy, adequacy, completeness or availability of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. In no event shall S&P Capital IQ Financial Communications be liable for any indirect, special or consequential damages in connection with subscribers’ or others’ use of the content.
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