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Blog : Financial Advice

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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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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How to Teach Your Kids About Money – Infographic

Financial Advice Financial Services Wealth Management April 23, 2018 Author: Woody Derricks

Talking to your kids about money is one of the most important conversations you can have as a parent.   This should be an ongoing dialogue and not just a one-time conversation. As your children grow, their responsibilities, priorities and relationship with money will change.  Your conversations about money will evolve and provide you the opportunity to teach them about […]

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Protecting Documents and Personal Information

Financial Advice Financial Planner April 9, 2018 Author: Woody Derricks

It is essential for both businesses and households to protect sensitive personal information (PI). Most companies keep PI in their files. Names, social security numbers, credit card, and other account data used to identify customers or employees is a prime target for thieves. At home, receipts, credit card offers and statements, and bills can all […]

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How to Have the Money Talk with Your Partner

Financial Advice Financial Advisor for LGBT Couples February 28, 2018 Author: Woody Derricks

Partnership Wealth Management offers important financial advice in this infographic – How to Have the Money Talk with Your Partner. 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 of their investments. At Partnership Wealth Management, […]

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10 Things to Consider Before Making the Move to a New Job – Infographic

Employee Benefits Financial Advice Retirement Advice January 23, 2018 Author: Woody Derricks

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 […]

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