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 USnews.com Caring.com Gallup-Sharecare SeniorAdvice.com Kiplinger.com AARP.org The opinions […]
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5 Financially Responsible Ways to Invest in Your Future
We all know that spending money is more fun than earning it. And earning money is often more fun than putting it away for a rainy day – in fact, if you are reading this article, you may be one of the few Americans interested in saving money. Polls show that up to 78% of […]
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Tips for Finding the Right Financial Advisor to Help LGBT Clients
Because of recent changes in legislation, many same-sex couples may be seeking certified financial advisors who can lead them on the right path and explain complicated laws impacting their benefits and marriage protections. While the Defense of Marriage Act (DOMA) is no longer in place, there may still be blurred lines as to how to […]
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Tips to Survive Market Volatility
The Dow Jones Industrial Average (DJIA) closed at 26,616.71 on January 26, 2018, an all-time record that has not been surpassed. Since then, the market has shown investors that volatility is back – and may be around to stay – this year. The unpredictability may seem long overdue for those who have been in the […]
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Partnership Wealth Management- Wealth Management for Women
Whether married or single, it is crucial for women to take charge of their finances. In the past, the wealth management industry has primarily catered to men. It was assumed that the man would manage household finances. This outdated practice is changing. Women are now playing a major part in financial planning for their families. […]
Continue reading ›How to Teach Your Kids About Money – Infographic
Talking to your kids about money is one of the most important conversations you can have as a parent. This should be an ongoing dialogue and not just a one-time conversation. As your children grow, their responsibilities, priorities and relationship with money will change. Your conversations about money will evolve and provide you the opportunity to teach them about […]
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Protecting Documents and Personal Information
It is essential for both businesses and households to protect sensitive personal information (PI). Most companies keep PI in their files. Names, social security numbers, credit card, and other account data used to identify customers or employees is a prime target for thieves. At home, receipts, credit card offers and statements, and bills can all […]
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Life Insurance for Same-Sex Couples
According to a study in June of 2017, 10.2% of LGBT adults are now married to their same-sex spouse. However, many same-sex couples are in unmarried, long-term partnerships. Life insurance is essential in preparing for your financial future, no matter what your family status. Life insurance can help the surviving partner maintain their standard […]
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Guide to Charity and Donations
You may dream of someday donating to charities and meaningful causes such as homeless animals, libraries, orphaned children, or disabled adults. These aspirations are commendable, but ensuring that they are achieved requires more than just wishful thinking. By creating a personalized financial plan based on your philanthropic goals, you may not only maximize your charitable […]
Continue reading ›How to Have the Money Talk with Your Partner
Partnership Wealth Management offers important financial advice in this infographic – How to Have the Money Talk with Your Partner. 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 of their investments. At Partnership Wealth Management, […]
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