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…
Category: Goal Setting
The Financial Foundations You Need to Build for a Bright New Year
A new year is a new opportunity for young professionals like you to start things off on the right foot.…
Why It’s Important to Designate a Representative for Medicare Supplements and Social Security
It’s incredibly challenging to watch your parents age. But considering that around 53.1 million adults are caregivers in the United…
Your Loved One Is Considering Moving Into A Retirement Community In Charleston, SC, Now What?
There may come a time when a parent, in-law, close relative, or other loved one no longer wants to live…
3 Core Types of Equity Compensation You May Come Across As A High-Earner
Did someone say equity compensation? Equity compensation is quickly growing as a popular payment method in various industries like tech,…
A Quick Guide To Help You Navigate Your Hospital Benefits
If you’re a physician working for a large medical system, there are likely several benefits to consider. You may not…
The PIFP Story: What It’s Like To Work With Us
We know you have so many options for working with an advisor. Thousands of firms are at your fingertips, especially…
How Carilion Clinic Employees Can Make The Most of Their Retirement Benefits
If you’re an employee of Carilion Clinic, you likely have a generous compensation package. But with a complex and varied…
The Top Pros and Cons Physicians Should Know About Roth 401(k)s
As a high-earning physician, you must start preparing for financial independence retirement early in your career. The more time you…
Do You Want To Switch Medical Systems? What To Evaluate Before Leaving
There are three primary medical systems in the Roanoke, VA area: the Salem Veteran Affairs Medical Center, the Carilion Clinic,…