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How to Teach Your Kids About Money – Infographic

Financial Advice Financial Services Wealth Management April 23, 2018 Author: Woody Derricks

Talking to your kids about money is one of the most important conversations you can have as a parent.   This should be an ongoing dialogue and not just a one-time conversation. As your children grow, their responsibilities, priorities and relationship with money will change.  Your conversations about money will evolve and provide you the opportunity to teach them about […]

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Protecting Documents and Personal Information

Financial Advice Financial Planner April 9, 2018 Author: Woody Derricks

It is essential for both businesses and households to protect sensitive personal information (PI). Most companies keep PI in their files. Names, social security numbers, credit card, and other account data used to identify customers or employees is a prime target for thieves. At home, receipts, credit card offers and statements, and bills can all […]

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Life Insurance for Same-Sex Couples

LGBT friendly financial Advisor Life Insurance March 30, 2018 Author: Woody Derricks

According to a study in June of 2017, 10.2% of LGBT adults are now married to their same-sex spouse. However, many same-sex couples are in unmarried, long-term partnerships.   Life insurance is essential in preparing for your financial future, no matter what your family status. Life insurance can help the surviving partner maintain their standard […]

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Guide to Charity and Donations

Charitable Giving Options Estate Planning Estate Planning for Gay Couples March 16, 2018 Author: Woody Derricks

You may dream of someday donating to charities and meaningful causes such as homeless animals, libraries, orphaned children, or disabled adults. These aspirations are commendable, but ensuring that they are achieved requires more than just wishful thinking. By creating a personalized financial plan based on your philanthropic goals, you may not only maximize your charitable […]

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How to Have the Money Talk with Your Partner

Financial Advice Financial Advisor for LGBT Couples Financial Consultant February 28, 2018 Author: Woody Derricks

Partnership Wealth Management offers important financial advice in this infographic – How to Have the Money Talk with Your Partner. 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, […]

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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 […]

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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 […]

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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 […]

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Working with an Accredited Domestic Partnership Advisor℠

Accredited Domestic Partnership Advisor Gay Friendly Financial Advisor Annapolis LGBT friendly financial Advisor December 22, 2017 Author: Woody Derricks

Couples in domestic partnerships often experience a more challenging financial landscape than their married counterparts. Though many same-sex couples cope with similar problems, those who do not benefit from Federal marriage protections may encounter unique barriers when it comes to safeguarding their partners and wealth. To assist LBGT couples through common hurdles, there are financial […]

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