Do Roth 401(k)s Have Income Limits? And When It Makes Sense To Contribute
There are plenty of savings vehicles designed to help wealth builders transform their earnings today into future retirement income. Each…
Category: Blog
How Fixed-Income Strategies Help You Meet Your Retirement Income Goals
Preparing for retirement is a balancing act. You want to enjoy your hard-earned money today while being thoughtful and strategic…
You Saved So Much Money to Retire, Don’t Be Afraid to Spend It
Many retirees are surprised by the difficulty of transitioning from a 40-hour work week to enjoying financial freedom. It can…
How You Can Maximize Your Social Security Benefit While Still Working
Social Security is one of the cornerstones of most retirees’ income strategy in retirement. While you don’t want to rely…
5 Questions to Ask Your VA Financial Advisor In Your Next Meeting
Whether you’re already working with a financial advisor or thinking about reaching out to one, it’s good to go into…
IT’S GOTTA BE A CFP®
Why Work With PIFP? Our Advisors are Certified Financial Planners. With over 100 years of combined experience, we’re passionate about helping…
What SVB’s Collapse Means for Your Money
In like a lion, out like a lamb – that’s what they say about March. And this year it’s as…
What Is Financial Life Planning and What It Means to us at PIFP
Here at Partners in Financial Planning, we’re proud of our ability to help clients prosper by achieving financial clarity and…
7 Excellent Ways Gen X Can Level Up Their Money
Not yet in retirement, but past the early career and family-building stage of your life… Gen Xers are the “in-betweeners,”…
4 Great Tax Planning Secrets High Earners Need to Know About
One of the key ingredients to preserving wealth is to take control of your tax liability year after year. But…