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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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What the SECURE Act Means for You

CFP Financial Advice Financial Planner Financial Planning Financial Services Investment Advisor Kids Financial Registered Investment Advisor Retirement Planning RIA Tax Planning Wealth Management December 30, 2019 Author: Deborah Doyle

As of January 1, 2020, many changes from The SECURE Act will become effective. Some of the more notable changes that could impact your financial future involve the following: Major Changes by New Law: Required Minimum Distributions (RMDs) Start at 72, not 70 ½ Traditional IRA Contributions After 70 1/2 Inherited Retirement Accounts Adoption/ Birth […]

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How to Conquer your Financial New Year’s Resolutions

Financial Advice Financial Advisor Financial Planner Financial Services Investment Planning Investments Registered Investment Advisor Tax Planning December 30, 2019 Author: Deborah Doyle

2020 has arrived and with that we enter a new decade with new goals and new priorities. Now like some of us, your New Year’s resolution may be the same each year. If this is the case, it turns out that this year you might actually accomplish it. While research studies show that half of […]

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Tax and Financial Planning Year-End Tips

Certified Financial Planner Financial Advice RIA Tax Planning Taxes Wealth Management December 23, 2019 Author: Deborah Doyle

  Tax and Financial Planning Year-End Tips With the end of the 2019 quickly approaching, the clock is ticking even louder on certain financial moves you may need to make before the end of the year. There are several tax strategies that may be worth exploring to save those extra tax dollars. Here are some […]

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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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