Resources

Blog : 2018 - Partnership Wealth Management

Hobbies in Retirement: Enjoying the Fruits of Your Labor

Retirement Advice Retirement Planning Retirement Planning for LGBT Couples February 20, 2018 Author: Woody Derricks

That exciting moment has finally come: Retirement! You have worked many years to get here, so now it’s time to kick up your feet and… do what exactly? Learn a new language? Sail the seven seas? Make new friends?   You may have been waiting for retirement for most of your adult life, but what […]

Continue reading ›

Beneficiary vs. Power of Attorney: The Importance of Understanding Both for Same-Sex Couples

Estate Planning Estate Planning for Gay Couples Power of Attorney January 26, 2018 Author: Woody Derricks

Naming beneficiaries is an integral part of estate planning for same-sex couples. It is important to dictate who should receive what benefits, and when. Beneficiaries do not have any legal authority, though, which means that preparing a power of attorney (POA) document is also crucial – especially for partners who choose not to marry. It’s […]

Continue reading ›

10 Things to Consider Before Making the Move to a New Job – Infographic

Employee Benefits Financial Advice Retirement Advice January 23, 2018 Author: Woody Derricks

Are you considering moving to a new job?  Partnership Wealth Management offers important financial advice in this infographic – 10 Things to Consider Before Making the Move. As a Registered Investment Advisor (RIA), Partnership Wealth Management is committed to providing our clients with financial planning and wealth management services to help them make the most […]

Continue reading ›