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Blog : Retirement Advice

Understanding the Differences between a Roth IRA and Traditional IRA

Certified Financial Planner Financial Advice Financial Advisor Financial Planner Investment Advisor Investment Strategy Registered Investment Advisor Retirement Advice Retirement Planning RIA Wealth Management August 6, 2020 Author: Deborah Doyle

If you are considering a Roth IRA or Traditional IRA for retirement savings, it’s important to understand the differences and eligibility limitations for each. Contact us to learn more about how we help clients evaluate their savings options and if a Roth conversion might make sense for them.     Questions and Consultations If you […]

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Quarantined at Home?

budgeting tips Certified Financial Planner CFP Estate Planning Financial Advisor Financial Planner Financial Planning Financial Services Health Benefits Investment Advice Investment Planning Recession Registered Investment Advisor Retirement Advice Retirement Planning RIA Wealth Management April 6, 2020 Author: Deborah Doyle

We understand that this is a difficult time for everyone. As the COVID-19 pandemic sweeps the world, you are likely spending more time than ever at home now. With money at the top of mind for many during this time, you may be wondering what you can do to be productive? Check out some things […]

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Aging at Home as Part of a Village

CFP Estate Planning Financial Advisor Financial Planner Financial Planning Financial Planning for Women Financial Services Long Term Care Registered Investment Advisor Retirement Advice Retirement Planning RIA Wealth Management February 26, 2020 Author: Deborah Doyle

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 […]

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Things to Look for When Buying a Retirement Home

Certified Financial Planner Financial Advisor Financial Planner Investment Advice Investment Planning Registered Investment Advisor Retirement Advice Retirement Planning June 4, 2019 Author: Deborah Doyle

Retirees enjoy the freedom to move wherever they desire without a job or young family tying them down to their current location. Retirees often move during retirement, with a decent portion moving out of state. However, there are many things to consider before you book those movers and sell your house. Before selecting your dream […]

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Ready to Retire? 30 Places for LGBTQ Couples

Retirement Advice Retirement Planning Retirement Planning for LGBT Couples July 30, 2018 Author: Woody Derricks

When thinking about retirement, feeling welcome and living near like-minded individuals is most likely high on the list. This infographic from Partnership Wealth Management identifies 30 cities across the United States that meet a variety of criteria for LGBTQ couples. View the PDF version!     SOURCES: Gallup.com USnews.com Caring.com Gallup-Sharecare SeniorAdvice.com Kiplinger.com AARP.org The opinions […]

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Hobbies in Retirement: Enjoying the Fruits of Your Labor

Retirement Advice Retirement Planning Retirement Planning for LGBT Couples February 20, 2018 Author: Woody Derricks

That exciting moment has finally come: Retirement! You have worked many years to get here, so now it’s time to kick up your feet and… do what exactly? Learn a new language? Sail the seven seas? Make new friends?   You may have been waiting for retirement for most of your adult life, but what […]

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10 Things to Consider Before Making the Move to a New Job – Infographic

Employee Benefits Financial Advice Retirement Advice January 23, 2018 Author: Woody Derricks

Are you considering moving to a new job?  Partnership Wealth Management offers important financial advice in this infographic – 10 Things to Consider Before Making the Move. As a Registered Investment Advisor (RIA), Partnership Wealth Management is committed to providing our clients with financial planning and wealth management services to help them make the most […]

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