Partners Wealth Management

Securities through Kestra Investment Services, LLC FINRA/SIPC. Investment Advisory Services through Kestra Advisory Services, LLC.

[Partners Wealth Management @PartnersWealth]

Life insurance retirement plans offer significant tax benefits, including tax-deferred growth and tax-free withdrawals. They can be particularly beneficial for wealthy clients as a tool to manage estate taxes through the death benefit.
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[Partners Wealth Management @PartnersWealth]

Generational wealth transfer is a complicated process for affluent clients that involves legal, emotional and strategic considerations in addition to financial ones.
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[Partners Wealth Management @PartnersWealth]

Many people don’t consider tax-rate risks when they are doing their retirement planning. Considering tax-rate risk is so important because future tax rates can significantly impact retirement income and savings.

[Partners Wealth Management @PartnersWealth]

Retirees may still benefit from Roth conversions, as there is no age limit for starting them and converting can help manage taxes and Medicare premiums and put beneficiaries in a favorable position.
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[Partners Wealth Management @PartnersWealth]

Honoring Veterans Day: Thank You to All Who Served 🇺🇸

[Partners Wealth Management @PartnersWealth]

Elevated interest rates in recent years have helped to fuel record sales for fixed-rate deferred annuities. Many of the different annuity product lines offer income riders such as guaranteed living withdrawal benefits, which can provide lifetime income.
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[Partners Wealth Management @PartnersWealth]

December 31, 2025 is the date when numerous important tax changes brought about by the Tax Cuts and Jobs Act will expire and the tax law that was in effect in 2017 will return. If Congress allows this scheduled expiration to occur, most taxpayers will notice a significant impact.

[Partners Wealth Management @PartnersWealth]

Happy Halloween from Partners Wealth Management – Let's make your financial future a treat, not a trick!

[Partners Wealth Management @PartnersWealth]

The US will reach "Peak 65" this year, with more than 30 million people hitting 65 between now and 2030. This milestone highlights the need for protected income.

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[Partners Wealth Management @PartnersWealth]

With potential tax law changes looming due to the upcoming election, clients may want to reassess their estate plans. Certain trust vehicles might aid planning such as spousal lifetime access trusts and charitable remainder trusts.
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[Partners Wealth Management @PartnersWealth]

Is it time for a life insurance checkup? Life insurance can help protect your family or business. Reach out for more information today: https://t.co/CiAKpS6Akf

[Partners Wealth Management @PartnersWealth]

With the higher estate tax exemption scheduled to expire after 2025, it's important to consider the potential role of life insurance in achieving desired planning outcomes.
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[Partners Wealth Management @PartnersWealth]

When it comes to retirement confidence, the biggest disparity wasn’t between generations, it was gender. The gap is significant.

Reference: https://t.co/mZM6E5pPOb

[Partners Wealth Management @PartnersWealth]

2.8 million strong and counting. Breast cancer survivors have tripled in the past 60 years. Together, we celebrate their strength and resilience this month. 💪

#BreastCancerAwareness #partnerswealth #partnerswealthmanagement

[Partners Wealth Management @PartnersWealth]

Wealthy families face challenges in managing and transferring their fortunes as older generations pass on their wealth. This report highlights concerns about the preparedness of heirs and the lack of formal succession plans.
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[Partners Wealth Management @PartnersWealth]

If you or someone you know is caring for someone with special needs, you understand how challenging financial demands can be. Fortunately, Whole Life Insurance may offer coverage to help. Contact us for more details.
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[Partners Wealth Management @PartnersWealth]

A recent Edelman Financial Engines study highlights significant financial concerns among Americans, with 51% preferring an extra $1 million in retirement savings over five more healthy years.
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[Partners Wealth Management @PartnersWealth]

Companies are expanding their Marijuana-Related Businesses (MRBs) guidelines to consider potential insureds engaged with MRBs. Please don't hesitate to reach out if you or someone you know meets this program criteria.

[Partners Wealth Management @PartnersWealth]

Pop-up estate planning schemes may seem quick but can lead to costly mistakes. Stick to proven strategies, avoid dubious trusts, and consult experienced professionals to protect assets and comply with tax laws.
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[Partners Wealth Management @PartnersWealth]

Honoring the memory of those we lost on September 11th, 2001. Together, we stand strong.