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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 This outdated practice is changing.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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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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