Aging at Home as Part of a Village
The Baby Boomer population is aging, and with their 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. With many seniors preferring to “age at home” rather than a typical nursing facility, there has been a development of […]
Continue reading ›Ways to Cut Wedding Expenses
Most people consider the start of summer to be the starting of #weddingszn; however, according to a study conducted by Zola, the most popular month to get married the past two years is October. There are several costs when it comes to planning a wedding. The five most expensive parts though make up 90% of […]
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 ›2019 InvestmentNews Nomination
August 5th, 2019 – InvestmentNews has recognized Partnership Wealth Management as a 2019 Excellence in Diversity and Inclusion Awards finalist . Partnership Wealth Management, along with 16 other firms, were chosen from over 160 nominations by a committee of InvestmentNews representatives and judges from the advice business to be recognized for the firm’s ability to inspire others from diverse backgrounds […]
Continue reading ›
Woody Honored as a 2019 Leader in Diversity!
Congratulations to Woody for being named a 2019 Leader in Diversity by the Baltimore Business Journal (BBJ). This year the Baltimore Business Journal selected eleven people who have made an impact with diversity and inclusiveness in the greater Baltimore area. Honorees helped promote diversity for people of various races, sexual orientations, gender identities, and people with disabilities. […]
Continue reading ›
Women and Wealth Management
In the past, women were expected to get married, raise children, keep the house clean and rely entirely on men for financial support. Today, the world is an entirely different place. Women have made strides in closing the wage gap, shattering record numbers as college graduates and building long-term standing careers. Women have embraced their […]
Continue reading ›
Partnership Wealth Management- Wealth Management for Women
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. […]
Continue reading ›
Women and Investing
Women and Investing A recent study by Fidelity shows that women tend not to get involved in their long-term financial planning. Why, you ask? According to the study, it’s because they lack confidence in their knowledge of financial planning and investing and are reluctant to talk about money. This lack of confidence in long-term financial planning […]
Continue reading ›
