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Partners in Financial Planning, LLC
My Account | VA · SC · 

  • Why Us
    • Our Community
    • Our Oath – Your Money
    • Our Partnership
    • Our Process
    • Our Story
    • Our Team
  • Services
    • Financial Freedom
    • Tax Services
  • How You Benefit
    • About You
    • Planning Scenarios
    • Why Fee Only
    • What Others Say
  • Resources
    • Forms & Documents
    • FAQ
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  • Why Us
    • Our Community
    • Our Oath – Your Money
    • Our Partnership
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    • Our Story
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  • Services
    • Financial Freedom
    • Tax Services
  • How You Benefit
    • About You
    • Planning Scenarios
    • Why Fee Only
    • What Others Say
  • Resources
    • Forms & Documents
    • FAQ
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Partners in Financial Planning, LLC

Category: Retirement

July 1, 2024

Tax-Efficient Withdrawals: Minimizing Tax Impact in Retirement

When building an effective, long-term retirement income strategy, you must preserve your hard-earned wealth. With no more steady paychecks coming…

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June 1, 2024

Transitioning to Retirement: Phased Retirement and Succession Planning for Physicians

With long work weeks and a passion for helping others, the thought of a traditional retirement may turn some physicians…

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May 1, 2024

Estate Planning 101: Helping Your Parents Secure Their Legacy

DOWNLOAD GUIDE HERE As your parents age, you want to do everything you can to help them live comfortably, maintain…

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April 15, 2024

Is It Possible to Save for Retirement While Paying Down Debt? (The Answer Is Yes!)

When you’re managing a lot of debt, it can feel like an isolating experience and an uphill battle. In reality,…

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April 2, 2024

Debt Management in the Years Before Retirement

Leading into retirement, you want to set yourself up for a financially secure and long-lasting future. Now’s the time to…

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February 1, 2024

The Role Reversal: A Guide to Navigating the Emotional Landscape of Caring for Aging Parents

DOWNLOAD GUIDE HERE According to the Population Reference Bureau, our population today is older than it’s ever been. The median…

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January 15, 2024

Creating a Sustainable Withdrawal Strategy in Retirement

For decades, you’ve saved and invested diligently to fund the retirement lifestyle you’ve always dreamed of. But did you know…

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January 1, 2024

Understanding Roth 401(k)s: A Guide for Physicians

DOWNLOAD GUIDE As a high-earning physician, you face unique hurdles when preparing for retirement. To maintain your elevated lifestyle post-working,…

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November 15, 2023

Top Concerns on Southern Retirees Minds & How We’re Addressing Them

If you plan on moving to a new state in retirement, you’re certainly not alone. Plenty of retirees seek a…

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October 16, 2023

5 Signs You Need to Work With a Financial Planner

The last few years before retirement are your chance to save diligently and strategize to enjoy the retirement you’ve always…

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Partners in Financial Planning, LLC
Virginia
421 S. College Ave
Salem, VA 24153
P: 540-444-2930
F: 540-266-3620
South Carolina
170 Meeting Street, Suite 110
Charleston, SC 29401
P: 843-872-0202
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