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May 2006 Neiman & Associates Financial Services, LLC Newsletter
Happy Spring!! Just wanted to keep you posted of a few new developments at our end, including our new contact information.
Neiman Featured in USA Today Couples and Their Cash Profile
  Neiman to Host Online Chat Monday, May 8th at 4-5pm EST
USA Today is profiling five couples, from diverse backgrounds, in its 2006 Couples and Their Cash series. The series features detailed money makeovers (financial plans) for each couple, including recommendations from some top certified financial planners across the country.

Debra Neiman, CFP has been selected by USA Today and the Financial Planning Association to profile a married same-sex couple in Massachusetts. Neiman's makeover will appear in print on Monday, May 8, 2006.

Neiman profiles Simon de Swaan and Patrick Griswold, two men who were married in Massachusetts in 2005. Simon and Patrick are like most married couples in terms of wanting to live within their means and planning to grow old together. However, Neiman must navigate them through the complexities of having their marriage recognized only at the state level.

In addition to advising Patrick and Simon, Neiman will be available on an online chat to answer readers' questions regarding financial planning issues for unmarried couples, or same-sex couples married in Massachusetts. USA Today is hosting the chat on Monday, May 8th from 4-5pm EST.

Planning to Travel Overseas?
  Customs Personnel May Not Acknowledge Your Marital Status
Now that we're almost at the two-year anniversary of same-sex marriage here in Massachusetts, I wanted to point out an actual client situation that occurred for you to ponder.

A married same-sex couple on route to Canada filled out their customs forms as married. Upon arrival in Canada, where most provinces recognize same-sex marriage, the customs representative asked the couple if they were related. They replied yes and proceeded through the line with no problems.

On their return to the US, the couple filled out the customs form the same way - as a married couple. However, since they were met by a US Federal Government employee, they were told that they were, in essence, not related and that they should each fill out a customs form and stand in separate lines. Mind you, the first spouse had already gone through customs and was not allowed to go back to her spouse, who was held up without a customs form (since her spoused handed it in). Luckily, the process didn't take too long. But, it was a shock to the couple as well as a learning experience.

Moral of the story: if you are a married same-sex couple and you plan to travel outside of the US, on your return, fill out your own customs form, since your marriage is not recognized Federally. Well, at least for now. And while you're at it, fill out an extra form saying that you are married. Who knows? You just may influence one customs agent's opinion on the legalization of same-sex marriage.

New Office
 
We have moved! Our new office is located at:

22 Mill Street
Suite 303
Arlington, MA 02476

781.641.5700
(the old number will forward as well)

Stay tuned for more information about our open house.

Money Without Matrimony
  Makes a great gift for your clients, colleagues, and friends
 

Contact Information

phone: 781-641-5700
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