Financial Planning Month
October is Financial Planning Month! While finances are apart of your daily life, there are various elements that people often overlook or don’t consider the financial weight they could carry. Take the time this month to review some of the key aspects to your financial picture, especially those that you may revisit regularly. Questions and […]
Continue reading ›What to Do If You Have Been Laid Off or Fuloughed
COVID-19 has impacted the lives of millions of individuals beyond just their health but to how they provide for their families. The US Bureau of Labor Statistics stated that April unemployment rate spiked to the highest level since the Great Depression. With job security on the line for so many people, it is important to […]
Continue reading ›Congress Passed a Stimulus Package – Now What?
We understand that this is a difficult time for everyone, and it can be overwhelming trying to understand the impact of COVID and the actions being taken as a response. Congress recently had a unanimous vote to pass a historic $2 trillion stimulus package called the Coronavirus Aid, Relief and Economic Security Act (CARES Act). […]
Continue reading ›How to Handle Your Benefits Enrollment
Questions and Consultations If you have questions or if you’d like to schedule an appointment to discuss your finances, contact us today. Want more information? Sign up to receive our monthly e-newsletter here.
Continue reading ›
Financial New Year Resolutions
The beginning of a new year is a very popular time to set goals, make plans and resolutions for improving oneself and quality of life. Your resolution list should especially include a few financial resolutions. Make Financial Goals: Identifying what your financial goals are is the first step. Consider breaking down the big goal into […]
Continue reading ›10 Things to Consider Before Making the Move to a New Job – Infographic
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 […]
Continue reading ›
Tips for Choosing Employee Benefits, Part I
If you are changing jobs or simply approaching open enrollment season for your employee benefits, selecting the right options for you and your family can be stressful. Whether it involves utilizing a Health Savings Account (HSA) with your health plan or deciding how much to contribute to your 401(k), the selections you make every year […]
Continue reading ›