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Partners in Financial Planning, LLC
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  • Why Us
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Partners in Financial Planning, LLC

Tag: Physician financial planning

April 1, 2026

Beyond the W-2: Understanding 1099 Income and Quarterly Taxes for Locum Tenens Physicians

Key Takeaways Locum tenens work provides flexibility and higher pay, but it comes with independent contractor tax responsibilities that differ…

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March 3, 2026

The Hidden Cost of Medical Malpractice Insurance: Planning for Tail Coverage in Your Retirement Timeline

Key Takeaways Tail coverage (extended reporting endorsement) protects physicians from malpractice claims filed after retirement, potentially costing $15,000 to $300,000…

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May 1, 2025

Navigating Retirement Taxes in Charleston: Local Strategies for Maximizing Your Savings

More and more, people are opting for a “halfback” retirement. Rather than head down to the Sunshine State, they’re choosing…

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January 15, 2025

Bridging the Gap: Financial Strategies for Pre-Retirees in Their 50s and Early 60s

Whether you’re six months or six years out from retirement, there are things you can do now to help ensure…

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We're thrilled to announce that Dr. Marc Milstein, noted scientist, speaker and author, will present a virtual event on Tuesday, February 27, 2024, at 7:00 PM. 
January 10, 2024

‘Age-Proof Brain 2.0’ by Dr. Marc Milstein, PhD

Dr. Marc Milstein Virtual Event – Organized by Partners In Financial Planning, LLC We’re thrilled to announce that Dr. Marc Milstein, noted…

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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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December 15, 2023

How Physicians Can Incorporate Charitable Giving Into Their Financial Planning

While the premise of charitable giving is making planned donations to your charities of choice, its impact is significant for…

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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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October 2, 2023

3 Essentials Physicians Need For a Successful Investment Portfolio

Physicians face unique financial challenges throughout their lifetime. They’re high-earners with high amounts of debt and often lack the time…

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IT’S GOTTA BE A CFP
March 23, 2023

IT’S GOTTA BE A CFP®

Why Work With PIFP? Our Advisors are Certified Financial Planners. With over 100 years of combined experience, we’re passionate about helping…

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Partners in Financial Planning, LLC
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Salem, VA 24153
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