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 Sandwich Generation Physician: Balancing Aging Parents, Growing Kids, and Your Own Retirement

The term "sandwich generation" describes adults caught between two demanding responsibilities: supporting aging parents while raising their own children.

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

Whether you're using locum assignments to supplement your income, explore new locations, or bridge between permanent positions, the arrangement provides unique professional advantages.

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Spring Home Maintenance in the Lowcountry: Protecting Your Charleston Investment

The Lowcountry's coastal environment is beautiful, but it's also tough on homes.

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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.

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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…

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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.

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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.

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