News
News worth sharing.
Whether around town or around the globe, we have news happening right here.
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.
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…
‘Age-Proof Brain 2.0’ by Dr. Marc Milstein, PhD
Dr. Marc Milstein's Virtual Event on Tuesday, February 27, 2024, at 7:00 PM.
Happy New Year 2024!
Happy New Year 2024 to our Valued Clients and Incredible Team Members!
Tips For Preventing Fraud
Our firm plays an important role in helping safeguard your assets, but you can also take action yourself to protect and help secure your information.
Client Appreciation Event – Salem Red Sox Game
Great turnout at the Salem Red Sox Game for our Client Appreciation Event, on Thursday July 27th, 2023.
Planning isn’t all we do.