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Blog : 2017 - Page 3 of 11 - Partnership Wealth Management

The Potential Impact of Millennials on Your Investment Strategy

Financial Planning Investment Strategy Retirement Planning February 15, 2017 Author: Woody Derricks

The transfer of wealth from Baby Boomers to Millennials has already begun. According to Boston College’s Center on Wealth and Philanthropy, it is estimated that $58.1 trillion will be exchanging hands between 2007 and 2061. With that transfer, attitudes toward investing and wealth management could change considerably. To help keep your own investment strategy in […]

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I Do, or I Don’t: The Financial Impact of Marriage for Same-Sex Couples

Estate Planning for Gay Couples Financial Planning for same-sex couples January 30, 2017 Author: Woody Derricks

I Do, or I Don’t: The Financial Impact of Marriage for Same-Sex Couples While the LGBT community has been fighting for marriage equality, marriage doesn’t necessarily help when it comes to a same-sex couple’s financial situation. Married couples may end up losing tax credits or find themselves in a higher tax bracket, making them subject […]

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