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June 2017

June 25, 2017 Author: Woody Derricks

With 529 Day on May 29th (5/29, get it?), I thought I’d use this month’s newsletter to provide information on teaching children about money. Too often children don’t learn about finances until they make some bad decisions in college that can take years (or longer) to repair. Below you will find some great tips to help children become better prepared for their financial independence.

Remember, we updated our email addresses: 

woody@partnershipwm.com,

heidi@partnershipwm.com, &

debbie@partnershipwm.com

You will want to make sure that our new email addresses aren’t getting caught in your spam filter. Thank you!

You can also follow us on FacebookTwitterYouTube, and our all-new LinkedIn business page for even more information and updates!

 

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Raising Money-Smart Children

If you have children or grandchildren, you probably want to help them develop good spending and saving habits that will carry into adulthood.  To do so, it is important to teach children through exposure and experience. How do you do this?  Start by reading this great article on teaching children about money that was created by MFS Investment Management. Raising Money-Smart Children. The article discusses topics such as how to get kids interested in money, how to encourage saving and goal setting, and teaching the importance of budgets. Let me know if you have any questions or would like to discuss this topic further.

The opinions voiced in this material are for informational purposes only and are not intended to provide specific advice to any individual.  This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

 

Office

Office News

Charm City Rooftop Soiree, 

June 3rd, 6-10pm, on a roof-top deck near you!

We’re sponsoring this fun event again this year.  Last year Buddy the dog, from The Buddy Foundation, came to visit during the party and gave Elise a bit of a scare.  She’s ready to redeem herself this year by giving Buddy a high five.

The Charm City Rooftop Soiree benefits The Buddy Foundation of Maryland and BARCS.  It should be a great night to celebrate and raise money for two, local animal organizations.  Learn more about the event here: Charm City Rooftop Soiree.

Office Closings

June 18th:

Happy Father’s Day!

June 23rd:

Our office will be closed on Friday, June 23rd.  I will periodically check email and voicemail.  If you have an urgent, account-related need, please call TD Ameritrade at 1-800-431-3500.

Just a Reminder

We are always accepting donations for the local animal shelters – toys, tennis balls, collars, leashes, food, cat litter, cardboard trays, office supplies, cleaning supplies, towels, mats, washcloths, etc. We will accept donations Monday-Friday between 9am & 5pm.

 

 

Elise had so much fun feeding the real ducks that she decided the duckling statues needed food too.

Home

Elise is getting a little better with secret surprises.  After taking her shopping for Mother’s Day, I explained that she wasn’t to tell Heidi that we got her a gift and definitely not to tell Heidi what the gift was.  Well, the gift portion of the secret didn’t last 10 seconds, but Elise kept the lid on what the gift was.  Progress!

Elise, Heidi, and I took a trip to Boston to celebrate my youngest sister, Kelsey, graduating with her MD and PhD.  We’re very proud of all that Kelsey has accomplished and can’t wait to see what she does now that she’s (finally) out of school!

Next up….Elise turns three.  How time flies!

 

I hope you enjoyed this month’s newsletter. 

Best Wishes,

 

Woody Derricks, CFP®, ADPA®

President

 

CA Insurance License #0C40217

 

Available by Appointment in Alexandria & DC

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 of their investments. At Partnership Wealth Management, we have a long history of working with the LGBT community. Among the many services we offer are financial planning and estate planning strategies for gay and lesbian couples. Financial planning is an important part of preparing for the future; contact us today to get started.

Certified Financial Planner Board of Standards Inc. owns the certification mark CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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