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Planning for Diminished Financial Capacity

Budgeting Tips Estate Planning Estate Planning for Gay Couples Financial Advice Financial Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planner Financial Planning Investment Management Investment Planning Retirement Planning June 30, 2023 Author: Woody Derricks

Planning for Diminished Financial Capacity According to the SEC, “’Diminished financial capacity’ is a term used to describe a decline in a person’s ability to manage money and financial assets to serve his or her best interests, including the inability to understand the consequences of investment decisions.”1 Of all the things we plan for, it’s […]

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5 Financial Planning Steps You Need to Take After Losing Your Spouse/Partner

Estate Planning Estate Planning for Gay Couples Financial Advice Financial Advisor Financial Planning for Gay Couples Financial Planning for same-sex couples Financial Planning for Women Gay Friendly Financial Advisor Annapolis September 13, 2022 Author: Woody Derricks

5 Financial Planning Steps You Need to Take After Losing Your Spouse/Partner There is little as world-shaking as losing your spouse or partner. So, give yourself time and space to grieve and heal. But also take time for financial planning, which can help you begin to feel confident again about your life and your future. Here’s our […]

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What Should You Look for in a Financial Advisor?

Accredited Domestic Partnership Advisor Certified Financial Planner CFP Estate Planning Estate Planning for Gay Couples Financial Advice Financial Advisor Financial Planner Financial Planning Financial Services Registered Investment Advisor Retirement Planning RIA Wealth Management November 16, 2021 Author: Woody Derricks

What Should You Look for in a Financial Advisor? If you’re serious about securing your financial future, you are likely considering the help of a financial advisor (or are already working with one).  Without that critical relationship, it’s too easy to make mistakes or ignore a blind spot that can derail your plans.  There’s simply too much at stake to go it alone.    But here’s the key:  it has to be the right financial […]

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Health Savings Account

Certified Financial Planner Estate Planning Financial Advisor Financial Planner Financial Services Health Benefits Investment Strategy Registered Investment Advisor Retirement Planning RIA Wealth Management September 15, 2020 Author: Deborah Doyle

About Health Savings Accounts Have you ever considered the potential benefits of contributing to a Health Savings Account (HSA)? Here is your guide!   A Health savings account is medical savings account with tax advantages for high deductible health plans. Did you know half of older Americans said they don’t know how they will pay […]

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Quarantined at Home?

Budgeting Tips Certified Financial Planner CFP Estate Planning Financial Advisor Financial Planner Financial Planning Financial Services Health Benefits Investment Advice Investment Planning Recession Registered Investment Advisor Retirement Advice Retirement Planning RIA Wealth Management April 6, 2020 Author: Deborah Doyle

Quarantined at Home? Financial Tasks to do During Quarantine: We understand that this is a difficult time for everyone. As the COVID-19 pandemic sweeps the world, you are likely spending more time than ever at home now. With money at the top of mind for many during this time, you may be wondering what you […]

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Coronavirus and the Markets

Certified Financial Planner CFP Estate Planning Financial Advice Financial Advisor Financial Services Health Benefits Investment Advice Investment Strategy Life Insurance Long Term Care Medicare Recession Registered Investment Advisor RIA Uncategorized Wealth Management March 12, 2020 Author: Woody Derricks

Coronavirus and the Markets We hope you’re healthy and holding up well with the news regarding the markets and the coronavirus. Much of the panic in the news and markets comes from the fact that nobody knows how bad the coronavirus will be.  Unfortunately, when the markets are nervous, they tend to go down quickly. […]

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Aging at Home as Part of a Village

CFP Estate Planning Estate Planning for Gay Couples Financial Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planner Financial Planning Financial Planning for Gay Couples Financial Planning for same-sex couples Financial Planning for Women Financial Services Gay Friendly Financial Advisor Annapolis LGBT friendly financial Advisor Long Term Care Registered Investment Advisor Retirement Advice Retirement Planning RIA Wealth Management February 26, 2020 Author: Deborah Doyle

Aging at Home as Part of a Village The Baby Boomer population is aging which means .retirement is on the horizon. Many are giving more thought to where they will be living during retirement years, accessibility to medical care, and social circles. Many seniors preferring to “age at home” rather than a typical nursing facility. […]

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Ways to Cut Wedding Expenses

Budgeting Tips Estate Planning Financial Advisor Financial Planner Financial Planning Financial Planning for Gay Couples Financial Planning for Women RIA October 1, 2019 Author: Deborah Doyle

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 […]

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Guide to Charity and Donations

Charitable Giving Options Estate Planning Estate Planning for Gay Couples March 16, 2018 Author: Woody Derricks

You may dream of someday donating to charities and meaningful causes such as homeless animals, libraries, orphaned children, or disabled adults. These aspirations are commendable, but ensuring that they are achieved requires more than just wishful thinking. By creating a personalized financial plan based on your philanthropic goals, you may not only maximize your charitable […]

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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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