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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

Woody Honored as a 2019 Leader in Diversity! 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 […]

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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

How Investing in your health can lead to Greater Wealth   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 […]

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Women and Wealth Management

Certified Financial Planner CFP Financial Advisor Financial Advisor for LGBT Couples Financial Planner Financial Planning for Women Financial Services RIA Wealth Management January 31, 2019 Author: Deborah Doyle

Women and Wealth Management In the past, women were expected to get married, raise children, keep the house clean, and rely entirely on men for financial support. Today, the world is an entirely different place. Women have made strides in closing the wage gap, shattering record numbers as college graduates, and building long-term standing careers. […]

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Financial New Year Resolutions

CFP Employee Benefits Financial Advisor Financial Planning Financial Services Health Benefits January 7, 2019 Author: Deborah Doyle

Financial New Year Resolutions The beginning of a new year is a very popular time to set goals, make plans and resolutions for improving oneself and quality of life. Your resolution list should especially include a few financial resolutions. Make Financial Goals: Identifying what your financial goals are is the first step. Consider breaking down […]

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Long-Term Care: What are my Options?

Certified Financial Planner Financial Advisor Financial Services Long Term Care November 13, 2018 Author: Deborah Doyle

Long-Term Care: What are my Options? When planning for retirement a big mistake most people make is overlooking long-term care insurance and preparing for healthcare expenses– whether foreseen or not. Most people are not aware of what the costs are, how to prepare for them, or where to even begin to save for these kinds […]

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Achieving Financial Independence

Certified Financial Planner Financial Advice Financial Advisor August 15, 2018 Author: Woody Derricks

Dealing with Divorce and Widowhood as a Woman Most brides enter their marriages assuming that their partnerships will last forever. Unfortunately, life does not always follow our best-laid plans; spouses can pass away unexpectedly, and unions can crumble. This leaves many women feeling alone and scared, treading unfamiliar waters – especially when it comes to […]

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10 Tips for Boosting Your Financial Literacy

Financial Advice Financial Advisor August 10, 2018 Author: Woody Derricks

You’ve probably been told at some point in your life that you are “book smart” or “street smart,” but have you ever been told that you are “money smart”? Being “money smart” means that you are financially literate – or you possess the necessary skills to manage your money and make intelligent, logical decisions regarding […]

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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

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 […]

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