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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.
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…
Celebrating 15 Years of Partners in Financial Planning: A Look Back and Ahead
Fifteen years ago, James Pearman and Pam Poldiak took a bold leap. They left a successful practice to create something entirely their own: Partners in Financial Planning (PIFP). Their vision was clear—to build a firm rooted in collaboration, exceptional service, and a deep commitment to helping clients achieve their dreams. Today, as we celebrate this milestone anniversary, we reflect on how far we’ve come and look ahead to the exciting…
Things You Can Do In Charleston South Carolina to Give Back as a Family
If you’re interested in giving back to the community, you may find it important to instill those philanthropic values in your children or grandchildren as well. Not only can working as a team help amplify your efforts, but it can strengthen your family bonds and community ties through service. For those living in Charleston, South Carolina, there’s certainly no shortage of volunteer opportunities in our city—no matter what particular cause…
Volunteerism in Retirement: Giving Time and Expertise
While retirement is an exciting phase in life where you can finally feel untethered (perhaps for the first time) from the commitment of a job, it comes with some surprising, often sneaky, challenges for older adults. Namely, finding ways to make retirement feel fulfilling while avoiding things that may threaten your happiness, like isolation and loneliness. About one-third of older adults said in a recent study that they interacted with…
Strategic Giving: Maximizing the Impact of Your Charitable Donations
In 2023, Americans gave around $557.16 billion to charity, averaging about $3,296 per donor. However, for many high-net-worth families, average donations easily exceed tens of thousands annually. If you’re inclined to start giving back—or if you’d like to increase your donations as you head toward retirement—it may be worth implementing a charitable giving strategy into your financial plan. By taking a proactive and strategic approach to charitable gifting, you can…
Decoding Compensation Packages: A Doctor’s Guide to Salary Structures
Doctors are worth every penny they’re paid, but that doesn’t mean their salaries are simple. In fact, healthcare professionals have some of the most complex salary structures out there, which can make it difficult to navigate a new job offer or renegotiation. Yet, how you’re compensated for your hard work is a vital component of your financial health and future financial well-being. If you aren’t fully aware of your benefits…
How Carilion Clinic Employees Can Make the Most of their Retirement Benefits
DOWNLOAD GUIDE HERE Employees of the Carilion Clinic have access to relatively robust compensation packages, including retirement benefits beyond the traditional employer-sponsored 401(k). If you aren’t taking full advantage of these benefits, it may be because you don’t yet understand what is being offered and who can use it. Medical professionals face a unique challenge when preparing for retirement due to their significant student loan debt and long lead time…
Planning isn’t all we do.