What’s Happening
At Partners in Financial Planning, we keep you informed on a variety of topics. Check out our Blog posts and team News featured below. If you missed any of our newsletters or monthly investment commentary, be sure to check out our Newsletters & White Papers page for the latest market news and articles to educate and inspire.
The Hidden Cost of Medical Malpractice Insurance: Planning for Tail Coverage in Your Retirement Timeline
For some physicians, medical malpractice insurance represents one of the largest single expenses of their entire career.
Client Story Series Part 2: Puglia, Italy
Working with a financial planner gives you the freedom and confidence to enjoy experiences you may never have thought were possible. To learn about our services, book an introductory meeting here. Follow along as we share more travel inspiration from our team and clients. Feel free to share these accounts with friends, family, and colleagues. The next installment in our Travel & Adventure Story Series comes from a client who recently…
Charleston’s Culinary Scene: Budgeting for Fine Dining and Foodie Adventures in Retirement
With thoughtful planning and a bit of local knowledge, you can indulge your love of great food without blowing your retirement budget.
Client Story Series Part 1: South Dakota Adventure
We’re excited to launch our travel and adventure story series by spotlighting one of our own team members.
Love and Money in Retirement: Financial Communication Strategies for Couples
Money conversations aren't exactly known for being romantic. But for couples entering or enjoying retirement, learning to talk openly about finances might be one of the most loving things you can do for your relationship.
Charleston’s Changing Climate: How Rising Sea Levels Impact Your Real Estate Investment Strategy
Charleston is one of the most beautiful and fast-growing places in the country, but it is no secret that the metro area’s relationship with water is changing quickly. If you are thinking about buying a home here, or already own one, understanding how sea level rise, flooding, and insurance changes intersect is absolutely essential. This is not fear-mongering. It is a practical guide to what the data shows and what…
2026 Tax Changes Simplified: What the New Year Means for Your Retirement Strategy
Key Takeaways The One Big Beautiful Bill Act made most TCJA individual tax provisions permanent, so the current seven-bracket system (10%–37%) remains in place for 2026 with IRS inflation adjustments. Retirement contribution limits increased for 2026:• 401(k)/403(b)/457: $24,500• IRA: $7,500• Catch-up (50+): $8,000• Super catch-up for ages 60–63: up to $11,250 High earners with prior-year wages above the indexed ~$150,000 threshold must make all catch-up contributions as Roth starting in…