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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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What is a Registered Investment Advisor? – Infographic

Registered Investment Advisor RIA December 8, 2017 Author: Woody Derricks

There are many benefits of working with a Registered Investment Advisor (RIA).  This infographic from Partnership Wealth Management walks you through exactly what an RIA is and how they can help you.     As a Registered Investment Advisor (RIA), Partnership Wealth Management is committed to providing our clients with financial planning and wealth management […]

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Legacy Planning Tips for Same-Sex Couples

Gay Friendly Financial Advisor Annapolis Legacy Planning November 29, 2017 Author: Woody Derricks

When the Supreme Court legalized gay marriage, it didn’t alleviate many of the ambiguities related to legacy planning for same-sex couples. Children, physical and digital assets, and even family attitudes can impact the planning process for those in the LGBT community. To ensure that you leave the legacy you’ve always wanted, it is important to […]

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Life Insurance Basics

insurance policies Investment Advisor Life Insurance November 17, 2017 Author: Woody Derricks

Life insurance is a very competitive industry, and because of this, there are many choices when it comes to getting the coverage that you need. It is important not to get lost in the jargon, though; not all policies are the same, and the details are often hidden within the fine print. Before you make […]

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Tips for Retirement Planning

Financial Advisor Retirement Planning Retirement Planning for LGBT Couples October 18, 2017 Author: Woody Derricks

Retirement planning is always a hot topic. Whether you’re a Baby Boomer or a member of Generation X, retirement will be here before you know it. The earlier you plan, the better off you’ll be when you’re ready to say goodbye to your full-time career. Will you be able to retire when you want? Will […]

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Tips for Choosing Employee Benefits, Part 2: Same Sex Couples

Financial Advisor Financial Advisor for LGBT Couples Financial Planning for Gay Couples Investment Advisor September 28, 2017 Author: Woody Derricks

When you are deciding whether or not to walk down the aisle, you may want to take employee benefits into consideration. Some companies recognize civil unions and domestic partnerships when it comes to perks such as employer-sponsored health insurance, but others do not. To ensure that you are taking advantage of everything your employer has […]

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