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Ways to Cut Wedding Expenses

budgeting tips Estate Planning Financial Advisor Financial Planner Financial Planning Financial Planning for Gay Couples Financial Planning for Women RIA October 1, 2019 Author: Deborah Doyle

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 […]

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2019 InvestmentNews Nomination

Accredited Domestic Partnership Advisor Certified Financial Planner Financial Planning for Women Financial Services Investment Strategy LGBT friendly financial Advisor RIA Wealth Management August 6, 2019 Author: Deborah Doyle

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 […]

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5 Money Lessons to Teach Kids at Different Ages

Financial Advice Financial Planning Financial Services Investments Kids Financial Uncategorized Wealth Management July 26, 2019 Author: Deborah Doyle

Teaching your children about money can seem like a grueling task since it is not something that is covered in 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 working money concepts into your children’s games, choices and goals […]

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How to use Artificial Intelligence During your Job Search

CFP Financial Advice Financial Advisor Financial Planner Financial Planning Investment Advisor Registered Investment Advisor July 2, 2019 Author: Deborah Doyle

Recruiting has drastically changed over the last few years. Employers today are increasingly using artificial intelligence (AI) to sort through resumes for each job opening. AI allows companies to instantly search through the resumes to find the applicants that best match what they are seeking. While this is great for companies, a lot of qualified […]

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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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The Importance of Spring Cleaning your Living Spaces and your Wallet

Certified Financial Planner Financial Advice Financial Advisor Investment Advisor Retirement Planning Wealth Management April 25, 2019 Author: Deborah Doyle

Spring cleaning is a time where you tackle onerous tasks and projects like purging your closet, power-washing the house, or sorting through the pantry. But spring cleaning should go beyond just your living spaces as your finances can likely use some of that narrowed in attention as well. There are several ways you can review […]

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Woody Honored as a 2019 Leader in Diversity!

Accredited Domestic Partnership Advisor Awards and Recognition Estate Planning for Gay Couples Financial Advisor for LGBT Couples Financial Planning for same-sex couples Financial Planning for Women LGBT friendly financial Advisor April 12, 2019 Author: Woody Derricks

  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. […]

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How Investing in your Health can lead to Greater Wealth

Financial Planning Health Benefits Investment Planning RIA Wealth Management March 27, 2019 Author: Deborah Doyle

Our generations are fortunate enough to be educated on what to eat, what to avoid and know the importance of exercise and staying active. These are all actions to help us live longer. At the same time, advances in medicine to help extend our lives are being made. So, what does this have to do […]

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