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Blog : Gay Friendly Financial Advisor Annapolis

5 Financial Planning Steps You Need to Take After Losing Your Spouse/Partner

Estate Planning Estate Planning for Gay Couples Financial Advice Financial Advisor Financial Planning for Gay Couples Financial Planning for same-sex couples Financial Planning for Women Gay Friendly Financial Advisor Annapolis September 13, 2022 Author: Woody Derricks

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 […]

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2022 InvestmentNews Nomination

Financial Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planning for Gay Couples Financial Planning for same-sex couples Financial Planning for Women Gay Friendly Financial Advisor Annapolis LGBT friendly financial Advisor Retirement Planning for LGBT Couples RIA April 20, 2022 Author: Woody Derricks

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 […]

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Aging at Home as Part of a Village

CFP Estate Planning Estate Planning for Gay Couples Financial Advisor Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planner Financial Planning Financial Planning for Gay Couples Financial Planning for same-sex couples Financial Planning for Women Financial Services Gay Friendly Financial Advisor Annapolis LGBT friendly financial Advisor Long Term Care Registered Investment Advisor Retirement Advice Retirement Planning RIA Wealth Management February 26, 2020 Author: Deborah Doyle

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. […]

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Working with an Accredited Domestic Partnership Advisor℠

Accredited Domestic Partnership Advisor Gay Friendly Financial Advisor Annapolis LGBT friendly financial Advisor December 22, 2017 Author: Woody Derricks

Couples in domestic partnerships often experience a more challenging financial landscape than their married counterparts. Though many same-sex couples cope with similar problems, those who do not benefit from Federal marriage protections may encounter unique barriers when it comes to safeguarding their partners and wealth. To assist LBGT couples through common hurdles, there are financial […]

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Legacy Planning Tips for Same-Sex Couples

Gay Friendly Financial Advisor Annapolis Legacy Planning November 29, 2017 Author: Woody Derricks

When the Supreme Court legalized gay marriage, it didn’t alleviate many of the ambiguities related to legacy planning for same-sex couples. Children, physical and digital assets, and even family attitudes can impact the planning process for those in the LGBT community. To ensure that you leave the legacy you’ve always wanted, it is important to […]

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How Much Life Insurance Do My Partner and I Need?

Financial Advisor Financial Advisor for LGBT Couples Gay Friendly Financial Advisor Annapolis Life Insurance June 29, 2017 Author: Woody Derricks

Same-sex couples need to look at life insurance even more so than their heterosexual counterparts. With so many unknowns when it comes to the legal ramifications of civil unions and domestic partnerships, life insurance should be an integral part of every same-sex couple’s financial planning process. Life insurance should not be treated as a one-size-fits-all […]

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Prenuptial and Postnuptial Agreements for Same-Sex Couples

Financial Advisor for Gay Couples Financial Advisor for LGBT Couples Financial Planning for Gay Couples Financial Planning for same-sex couples Gay Friendly Financial Advisor Annapolis May 22, 2017 Author: Woody Derricks

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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Jointly or Separately: How Should Married Same-Sex Couples File Taxes?

Financial Planning for same-sex couples Gay Friendly Financial Advisor Annapolis Tax Planning Taxes February 28, 2017 Author: Woody Derricks

With tax filing just around the corner, many new same-sex couples are asking whether or not they should take advantage of simplified joint filing or file separately, as they did before marriage. While it may seem easier, filing jointly could actually result in higher taxes! It’s best to examine your circumstances and then consult a […]

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