Skip to content
VA Phone: 540-444-2930 · SC Phone: 843-872-0202 · Email Us
My Account
Partners in Financial Planning, LLC

  • Why Us
    • Our Community
    • Our Oath – Your Money
    • Our Partnership
    • Our Process
    • Our Story
    • Our Team
  • Services
    • Financial Freedom
    • Tax Services
  • How You Benefit
    • About You
    • Planning Scenarios
    • Why Fee Only
    • What Others Say
  • Resources
    • Forms & Documents
    • FAQ
    • Videos
  • Contact
    • Careers
    • Let’s Talk
    • Financial Planning in Charleston
  • What’s Happening
    • Blog
    • Investment Commentary
    • News
  • Newsletter Sign Up
Partners in Financial Planning, LLC
My Account | VA · SC · 

  • Why Us
    • Our Community
    • Our Oath – Your Money
    • Our Partnership
    • Our Process
    • Our Story
    • Our Team
  • Services
    • Financial Freedom
    • Tax Services
  • How You Benefit
    • About You
    • Planning Scenarios
    • Why Fee Only
    • What Others Say
  • Resources
    • Forms & Documents
    • FAQ
    • Videos
  • Contact
    • Careers
    • Let’s Talk
    • Financial Planning in Charleston
  • What’s Happening
    • Blog
    • Investment Commentary
    • News
  • Newsletter Sign Up
VASC
  • Why Us
    • Our Community
    • Our Oath – Your Money
    • Our Partnership
    • Our Process
    • Our Story
    • Our Team
  • Services
    • Financial Freedom
    • Tax Services
  • How You Benefit
    • About You
    • Planning Scenarios
    • Why Fee Only
    • What Others Say
  • Resources
    • Forms & Documents
    • FAQ
    • Videos
  • Contact
    • Careers
    • Let’s Talk
    • Financial Planning in Charleston
  • What’s Happening
    • Blog
    • Investment Commentary
    • News
  • Newsletter Sign Up
Partners in Financial Planning, LLC

Category: Blog

July 1, 2025

Raising Financially Savvy Children (And Grandchildren): Building Your Retirement Legacy Through Financial Education

As you approach retirement, your focus naturally shifts to ensuring your financial security. However, many pre-retirees find equal importance in…

Read More >

June 16, 2025

Mental Health in Retirement: Making a Fulfilling Lifestyle Plan

When we think about retirement planning, investment strategies and financial projections often take center stage. However, equally important—yet frequently overlooked—is…

Read More >

June 2, 2025

Tariffs: What They Are, and How They Impact Your Retirement Savings

In recent months, discussions about tariffs have dominated economic news cycles, with potential implications for investors at all stages—especially those…

Read More >

May 1, 2025

Navigating Retirement Taxes in Charleston: Local Strategies for Maximizing Your Savings

More and more, people are opting for a “halfback” retirement. Rather than head down to the Sunshine State, they’re choosing…

Read More >

April 15, 2025

Charleston’s Retirement Landscape: Economic Trends and Financial Opportunities

Charleston, South Carolina, has been experiencing significant shifts in its demographic and economic landscape, creating challenges and opportunities for those…

Read More >

April 1, 2025

Understanding Property Taxes and Retirement Finances in Richmond

Property taxes are a significant consideration in overall retirement planning for many retirees and pre-retirees in Richmond, Virginia. Since housing…

Read More >

March 10, 2025

Balancing Retirement Savings with Current Financial Obligations: A Comprehensive Guide

Finding the right balance between retirement savings and managing day-to-day financial responsibilities is one of the most common challenges individuals…

Read More >

February 15, 2025

Catch-Up Contributions and Retirement Savings Maximization for Pre-Retirees

If you’re age 50 or older, catch-up contributions allow you to put extra money in your retirement accounts, beyond the…

Read More >

February 1, 2025

Charleston Retirement Communities: A Comprehensive Financial Guide to Choosing the Right Neighborhood

With its Southern charm, mild weather and ample opportunities for fun and leisure, Charleston is a prime option for retirees. …

Read More >

January 15, 2025

Bridging the Gap: Financial Strategies for Pre-Retirees in Their 50s and Early 60s

Whether you’re six months or six years out from retirement, there are things you can do now to help ensure…

Read More >

Posts navigation

  • 1
  • 2
  • 3
  • …
  • 9
  • »

Partners in Financial Planning, LLC
Virginia
421 S. College Ave
Salem, VA 24153
P: 540-444-2930
F: 540-266-3620
South Carolina
170 Meeting Street, Suite 110
Charleston, SC 29401
P: 843-872-0202
  • Why Us
  • Services
  • How You Benefit
  • Resources
  • Contact
  • What’s Happening
  • Newsletter Sign Up
  • Facebook
  • Linkedin
  • YouTube
Partners In Financial Planning, LLC BBB Business Review

Copyright 2025 Partners in Financial Planning, LLC. All rights reserved.

Web Design & Development by Access in Roanoke, VA