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At Partners in Financial Planning, we have been busy with more than just financial planning and tax preparation. Check out what else our team has been up to and what’s happening around town.
Year-End Tax Planning Strategies for High-Earning Healthcare Professionals
As another year draws to a close, healthcare professionals face a unique opportunity—and challenge—when it comes to tax planning. Between high marginal tax brackets, complex compensation structures, and multiple income streams from practice ownership, hospital employment, and consulting work, the tax landscape for physicians and other healthcare leaders can feel overwhelming. But with strategic year-end planning, you can significantly reduce your tax burden and strengthen your financial foundation as you…
Hurricane Season Aftermath: Protecting Your Financial Life from Natural Disasters
The Atlantic hurricane seasons of recent years have served as stark reminders of nature’s power and the vulnerability of our coastal communities. The 2024 season saw devastating storms including Hurricanes Beryl, Helene, and Milton—storms so impactful that their names have been permanently retired. With forecasters predicting another above-normal season for 2025, including 13 to 19 named storms and 3 to 5 major hurricanes, Southern retirees need more than just physical…
Medicare Open Enrollment 2025: What Charleston and Virginia Retirees Need to Know
TL;DR: Medicare Open Enrollment runs from October 15 to December 7, 2025, offering your annual opportunity to review and change your Medicare coverage. Understanding your options now can help you avoid costly mistakes and ensure optimal healthcare coverage for 2026. As autumn arrives in Charleston and Virginia, retirees across our communities face an important annual decision: Medicare Open Enrollment. This seven-week window presents both opportunity and complexity, as millions of…
Maximizing Pension and Retirement Benefits for Richmond Healthcare Workers
Few professions require as much investment—emotionally, mentally, and especially financially—as healthcare.
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 planning for retirement.
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.
Investment Strategies Tailored for Richmond’s Hospital System Professionals
Healthcare professionals in Richmond’s hospital systems face unique financial challenges and opportunities. From demanding schedules that limit time for financial planning to specialized compensation structures and retirement options, medical professionals require tailored investment approaches. At Partners in Financial Planning, we understand the specific needs of Richmond’s healthcare community and have developed strategies to help you build wealth while focusing on your demanding career. Understanding the Financial Landscape for Richmond Healthcare…
Planning isn’t all we do.