5 Financial Planning Steps You Need to Take After Losing Your Spouse/Partner
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 […]
Continue reading ›2022 InvestmentNews Nomination
Partnership Wealth Management named to InvestmentNews’ 2022 Excellence in Diversity, Equity and Inclusion Awards Baltimore, MD – April 4, 2022 – InvestmentNews has recognized Partnership Wealth Management for the second time as a 2022 Excellence in Diversity, Equity, and Inclusion Awards finalist. Partnership Wealth Management, along with 14 other firms, were chosen from more than 120 nominations […]
Continue reading ›Aging at Home as Part of a Village
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. […]
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 […]
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Budgeting Tips for the New Year
As 2018 approaches, you may be thinking about setting up a budget for the new year. Whether you want to use a physical system or a virtual one, budgets are an excellent idea for every family. They can help you see where your money is really going, and they can help you curb spending to […]
Continue reading ›Tips for Choosing Employee Benefits, Part 2: Same Sex Couples
When you are deciding whether or not to walk down the aisle, you may want to take employee benefits into consideration. Some companies recognize civil unions and domestic partnerships when it comes to perks such as employer-sponsored health insurance, but others do not. To ensure that you are taking advantage of everything your employer has […]
Continue reading ›The Ins and Outs of Cohabitation Agreements for Same-Sex Couples
The Ins and Outs of Cohabitation Agreements for Same-Sex Couples Cohabitation agreements are legal agreements that can be formed between couples who live together. While they can be useful tools for heterosexual couples, they are especially valuable to same-sex couples who choose not to marry. These legal documents allow individuals to protect their assets and […]
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Ready for Baby? Considerations for Same-Sex Couples with Kids
Many same-sex couples have children or are planning to have them in the future. Some enter the relationship with kids from a previous marriage or union, while others may look to adopt or use a surrogate. If you are in a same-sex relationship and looking to add to your family, there are some things you […]
Continue reading ›Should I Pay Off My Mortgage?
If you search the internet, you can uncover as many articles telling you to pay off your mortgage as ones encouraging you to keep it forever. Why are so many financial advisors divided over this one issue? The truth is that it’s simply a matter of strategy, and what works for some people may not […]
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Prenuptial and Postnuptial Agreements for Same-Sex Couples
Although some same-sex couples may not want to admit it, divorce may be on the horizon for them. It’s the unfortunate reality in today’s world. With ambiguous laws and some states still not realizing certain types of civil unions, the division of assets could be much hazier when it comes to same-sex couples separating. If […]
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