FOR IMMEDIATE RELEASE
BALTIMORE, MD – Getting one’s finances in order is usually on top of New Year’s resolution lists. However, in many instances, individuals tend to overlook the significance of making critical financial decisions creating negative impacts on their financial situations this year or even for the years to come. Regardless of how busy individuals are, they still need to review their financial pictures, consider helpful tips in managing their wealth and finances and talk to an expert financial advisor regarding these tips and their financial situations.
To save individuals from financial issues, Partnership Wealth Management spearheaded by Woody Dericks, Accredited Domestic Partnership Advisor, imparts effective financial strategies for 2016. To start with, individuals are advised to implement their tax strategies before the year ends to be applicable for 2016. It is a given fact that seeking the health of professional tax advisor provides immense advantages, it still pays to have some ideas about effective implementation of tax planning strategies. These ideas include making the most of capital gains and losses, maximizing tax-advantaged accounts and more.
Individuals are also highly suggested to start the new year right by pulling their financial information together and reviewing them. This is a great means of getting a jump-start on their New Year’s resolution and at the same time assessing their spending. Reviewing investment mix and asset allocation at least once a year and estate planning are also good strategies to keep their assets, properties and finances in order.
Partnership Wealth Management helps individuals build a solid financial foundation. Woody Derricks, Accredited Domestic Partnership Advisor, started his career in 1998 and has been independent since 2005. He has seen the best and the worst markets in the history, allowing him to approach clients with knowledge on how markets fit into their financial picture. He is a certified financial planner helping clients plan for a better future with the help of comprehensive financial strategies and solutions.
Partnership Wealth Management is committed to helping individuals from differing backgrounds who are in search for a knowledgeable and experienced advisor that can assist them with their financial planning needs. The company also aims to improve a client’s day-to-day finances including retirement planning, estate strategies planning, insurance and tax strategies. Partnership Wealth Management gives clients the reassurance regarding their financial goals by means of helping them fully understand their possible financial options today and in the future.
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For more information, feel free to visit www.partnershipwm.com.
Contact: Rusty Foster
Company: Bow Tie Strategies
Phone Number: (703) 646-1282
Email: rustyfoster@bowtiestrategies.com