What’s Happening
At Partners in Financial Planning, we keep you informed on a variety of topics. Check out our Blog posts and team News featured below. If you missed any of our newsletters or monthly investment commentary, be sure to check out our Newsletters & White Papers page for the latest market news and articles to educate and inspire.
Client Story Series Part 1: South Dakota Adventure
We’re excited to launch our travel and adventure story series by spotlighting one of our own team members.
Love and Money in Retirement: Financial Communication Strategies for Couples
Money conversations aren't exactly known for being romantic. But for couples entering or enjoying retirement, learning to talk openly about finances might be one of the most loving things you can do for your relationship.
Charleston’s Changing Climate: How Rising Sea Levels Impact Your Real Estate Investment Strategy
Charleston is one of the most beautiful and fast-growing places in the country, but it is no secret that the metro area’s relationship with water is changing quickly. If you are thinking about buying a home here, or already own one, understanding how sea level rise, flooding, and insurance changes intersect is absolutely essential. This is not fear-mongering. It is a practical guide to what the data shows and what…
2026 Tax Changes Simplified: What the New Year Means for Your Retirement Strategy
Key Takeaways The One Big Beautiful Bill Act made most TCJA individual tax provisions permanent, so the current seven-bracket system (10%–37%) remains in place for 2026 with IRS inflation adjustments. Retirement contribution limits increased for 2026:• 401(k)/403(b)/457: $24,500• IRA: $7,500• Catch-up (50+): $8,000• Super catch-up for ages 60–63: up to $11,250 High earners with prior-year wages above the indexed ~$150,000 threshold must make all catch-up contributions as Roth starting in…
Winter in Charleston: Active Retirement Activities that Won’t Break the Bank
Here's your guide to making the most of Charleston's winter without breaking the bank.
2026 Financial Planning Resolutions: Setting Yourself Up for Success
For retirees and those approaching retirement, financial resolutions take on a distinctly different form than those of younger adults.
Holiday Spending in Retirement: Maintaining Generosity Without Derailing Your Budget
You don't have to choose between celebrating the season and protecting your retirement security.