What the SECURE Act Means for You
What the SECURE Act Means for You As of January 1, 2020, many changes from The SECURE Act will become effective. Some of the more notable changes that could impact your financial future involve the following: Major Changes by New Law: Required Minimum Distributions (RMDs) Start at 72, not 70 ½ Traditional IRA Contributions After […]
Continue reading ›How to Conquer your Financial New Year’s Resolutions
2020 has arrived and with that we enter a new decade with new goals and new priorities. Now like some of us, your New Year’s resolution may be the same each year. If this is the case, it turns out that this year you might actually accomplish it. While research studies show that half of […]
Continue reading ›Tax and Financial Planning Year-End Tips
Tax and Financial Planning Year-End Tips With the end of the 2019 quickly approaching, the clock is ticking even louder on certain financial moves you may need to make before the end of the year. There are several tax strategies that may be worth exploring to save those extra tax dollars. Here are some […]
Continue reading ›Where is Your Paycheck Going?
Spending Trends Let’s take a deeper look into where the average American’s income goes and how much is left to save, invest and pay down debt. How do your spending habits compare? 78% of Americans state that they are living paycheck to paycheck just to make ends meet. 75% of workers say that they are […]
Continue reading ›Ways to Cut Wedding Expenses
Ways to Cut Wedding Expenses Most people consider the start of summer to be the starting of #weddingseason. However, according to a study conducted by Zola, the most popular month to get married in the past two years is October. There are several costs when it comes to planning a wedding. The five most expensive […]
Continue reading ›How to Handle Your Benefits Enrollment
Conquering Benefits Enrollment Benefits enrollment usually begins when an employee starts with a new company or has a qualifying life change, like getting married or a death in the family. Employee insurance can also be updated or renewed each year during open enrollment. It’s not just the salary that motivates your workforce, it’s the benefit […]
Continue reading ›2019 InvestmentNews Nomination
August 5th, 2019 – InvestmentNews has recognized Partnership Wealth Management as a 2019 Excellence in Diversity and Inclusion Awards finalist . Partnership Wealth Management, along with 16 other firms, were chosen from over 160 nominations by a committee of InvestmentNews representatives and judges from the advice business to be recognized for the firm’s ability to inspire others from diverse backgrounds […]
Continue reading ›5 Money Lessons to Teach Kids at Different Ages
5 Money Lessons to Teach Kids at Different Ages Teaching your children about money can seem like a grueling task since it is not something that is covered in the school curriculum, however, financial skills are crucial for navigating life. The good news is that you can use your day-to-day activities as learning experiences by […]
Continue reading ›How to use Artificial Intelligence During your Job Search
How to use Artificial Intelligence During your Job Search Recruiting has drastically changed over the last few years. Employers today are increasingly using artificial intelligence (AI) to sort through resumes for each job opening. AI allows companies to instantly search through resumes to find the applicants that best match what they are seeking. While this […]
Continue reading ›Things to Look for When Buying a Retirement Home
Retirees enjoy the freedom to move wherever they desire without a job or young family tying them down to their current location. Retirees often move during retirement, with a decent portion moving out of state. However, there are many things to consider before you book those movers and sell your house. Before selecting your dream […]
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