Top Resources To Care For Aging Parents In Charleston, SC
Around 53 million Americans have served as unpaid caregivers to an adult within the last 12 months.1 Studies have shown…
Category: Retirement
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…
5 Things To Know If You’re Relocating To Charleston, SC For Retirement
Charleston is rich in history, food, nature, and more. If you’re considering relocating to Charleston in retirement, it’s an incredible…
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…
How To Build A Strong Retirement Plan As A High-Earning Physician
Physicians are some of the most disciplined and driven people in the world. You spent more years in school than…
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,…
Benefits of Using a 529 Plan
There are multiple ways to save for your child or grandchild’s future and it’s always a great idea to start…
Traditional vs. Roth IRA
Individual Retirement Accounts, or IRA’s, are savings vehicles that offer tax benefits and the ability to invest in the stock…
What is a Health Savings Account (HSA)?
A Health Savings Account (HSA) is a powerful savings vehicle that can be used for qualifying medical expenses. As medical…