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Blog : 2018 - Partnership Wealth Management

Long-Term Care: What are my Options?

Certified Financial Planner Financial Advisor Financial Services Long Term Care November 13, 2018 Author: Deborah Doyle

When planning for retirement a big mistake most people make is overlooking long-term care insurance and preparing for healthcare expenses– whether foreseen or not. Most people are not aware of what the costs are, how to prepare for them or where to even begin to save for these kinds of future expenses. You’ve had discussions […]

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Achieving Financial Independence

Certified Financial Planner Financial Advice Financial Advisor August 15, 2018 Author: Woody Derricks

Dealing with Divorce and Widowhood as a Woman Most brides enter their marriages assuming that their partnerships will last forever. Unfortunately, life does not always follow our best-laid plans; spouses can pass away unexpectedly, and unions can crumble. This leaves many women feeling alone and scared, treading unfamiliar waters – especially when it comes to […]

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10 Tips for Boosting Your Financial Literacy

Financial Advice Financial Advisor August 10, 2018 Author: Woody Derricks

You’ve probably been told at some point in your life that you are “book smart” or “street smart,” but have you ever been told that you are “money smart”? Being “money smart” means that you are financially literate – or you possess the necessary skills to manage your money and make intelligent, logical decisions regarding […]

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Ready to Retire? 30 Places for LGBTQ Couples

Retirement Advice Retirement Planning Retirement Planning for LGBT Couples July 30, 2018 Author: Woody Derricks

When thinking about retirement, feeling welcome and living near like-minded individuals is most likely high on the list. This infographic from Partnership Wealth Management identifies 30 cities across the United States that meet a variety of criteria for LGBTQ couples. View the PDF version!     SOURCES: Gallup.com USnews.com Caring.com Gallup-Sharecare SeniorAdvice.com Kiplinger.com AARP.org The opinions […]

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5 Financially Responsible Ways to Invest in Your Future

Certified Financial Planner Financial Advisor Investment Advice July 23, 2018 Author: Woody Derricks

We all know that spending money is more fun than earning it. And earning money is often more fun than putting it away for a rainy day – in fact, if you are reading this article, you may be one of the few Americans interested in saving money. Polls show that up to 78% of […]

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Tips for Finding the Right Financial Advisor to Help LGBT Clients

Accredited Domestic Partnership Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples July 9, 2018 Author: Woody Derricks

Because of recent changes in legislation, many same-sex couples may be seeking certified financial advisors who can lead them on the right path and explain complicated laws impacting their benefits and marriage protections. While the Defense of Marriage Act (DOMA) is no longer in place, there may still be blurred lines as to how to […]

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Tips to Survive Market Volatility

Financial Advice Financial Advisor Investment Advice Investment Advisor June 5, 2018 Author: Woody Derricks

The Dow Jones Industrial Average (DJIA) closed at 26,616.71 on January 26, 2018, an all-time record that has not been surpassed. Since then, the market has shown investors that volatility is back – and may be around to stay – this year. The unpredictability may seem long overdue for those who have been in the […]

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Partnership Wealth Management- Wealth Management for Women

Financial Planner Wealth Management Wealth Management Firms May 21, 2018 Author: Woody Derricks

Whether married or single, it is crucial for women to take charge of their finances. In the past, the wealth management industry has primarily catered to men. It was assumed that the man would manage household finances. This outdated practice is changing. Women are now playing a major part in financial planning for their families. […]

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