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Latest Articles

Retirement

  • Introducing the 530A Accounts
  • 9 Facts About Retirement
  • What to Expect in Your First Year of Retirement
  • Who Is Your Trusted Contact?
  • First Year of Retirement: What to Expect
  • Conquering Retirement Challenges for Women
  • Deciding When to Take Social Security
  • Women on the Rise

Estate

  • Problems with Probate
  • Four Steps to Valuing an Estate
  • Intellectual Property and Your Estate
  • Estate Strategies of the Rich and Famous
  • How Often Should You Update Your Estate Strategy?
  • Estate Management Checklist
  • A Brief History of Estate Taxes
  • Steps to Protecting a Child with Disabilities
  • Yours, Mine, and Ours: Estate Strategies for Second Marriages
  • A Living Trust Primer

Insurance

  • When Life Insurance Becomes Taxable
  • Keeping Summer Safe: Pool and Spa Safety Tips
  • Teen Drinking and Your Liability
  • Making Sense Of A Home Warranty
  • The Cost of Medical Care
  • What to Look for in an Extended-Care Policy
  • Inventorying Your Possessions
  • Understanding Extended Care
  • Assess Life Insurance Needs
  • The A, B, C, & D of Medicare
 
 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Contact

Partners Square, LLC

Office: (910) 679-8416

Fax: (910) 239-9129

219 Racine Drive

Suite A-1

Wilmington, NC 28403

Info@PartnersSquare.com

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