Resources

Blog : Retirement Planning for LGBT Couples

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 […]

Continue reading ›

Ready to Retire? 30 Places for LGBTQ Couples

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

Ready to Retire? 30 Places for LGBTQ Couples 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 […]

Continue reading ›

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 […]

Continue reading ›

Tips for Retirement Planning

Financial Advisor Retirement Planning Retirement Planning for LGBT Couples October 18, 2017 Author: Woody Derricks

Retirement planning is always a hot topic. Whether you’re a Baby Boomer or a member of Generation X, retirement will be here before you know it. The earlier you plan, the better off you’ll be when you’re ready to say goodbye to your full-time career. Will you be able to retire when you want? Will […]

Continue reading ›