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 ›5 Money Lessons to Teach Kids at Different Ages
5 Money Lessons to Teach Kids at Different Ages Teaching your children about money can seem like a grueling task since it is not something that is covered in the school curriculum, however, financial skills are crucial for navigating life. The good news is that you can use your day-to-day activities as learning experiences by […]
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Women and Wealth Management
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. […]
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Financial New Year Resolutions
Financial New Year Resolutions The beginning of a new year is a very popular time to set goals, make plans and resolutions for improving oneself and quality of life. Your resolution list should especially include a few financial resolutions. Make Financial Goals: Identifying what your financial goals are is the first step. Consider breaking down […]
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Year End Financial Checklist
The holidays are approaching, and it can be tough to find time to organize your financial life. While it seems so easy to push off your financial planning needs until the New Year or group them in as a New Year’s Resolution, there are several financial moves that can be made this year to allow […]
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Long-Term Care: What are my Options?
Long-Term Care: What are my Options? When planning for retirement a big mistake most people make is overlooking long-term care insurance and preparing for healthcare expenses– whether foreseen or not. Most people are not aware of what the costs are, how to prepare for them, or where to even begin to save for these kinds […]
Continue reading ›How to Teach Your Kids About Money – Infographic
How to Teach Your Kids About Money 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 […]
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