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.
Balancing Retirement Savings with Current Financial Obligations: A Comprehensive Guide
Finding the right balance between retirement savings and managing day-to-day financial responsibilities is one of the most common challenges individuals at all income levels face. At Partners in Financial Planning, we understand that life’s financial demands often feel like competing priorities. This guide provides practical strategies to help you navigate these competing demands without sacrificing long-term financial security. Understanding the Retirement Savings Balance The Cost of Waiting One of the…
Investment Strategies Tailored for Richmond’s Hospital System Professionals
Healthcare professionals in Richmond’s hospital systems face unique financial challenges and opportunities. From demanding schedules that limit time for financial planning to specialized compensation structures and retirement options, medical professionals require tailored investment approaches. At Partners in Financial Planning, we understand the specific needs of Richmond’s healthcare community and have developed strategies to help you build wealth while focusing on your demanding career. Understanding the Financial Landscape for Richmond Healthcare…
Catch-Up Contributions and Retirement Savings Maximization for Pre-Retirees
If you’re age 50 or older, catch-up contributions allow you to put extra money in your retirement accounts, beyond the annual limits. The closer you get to retirement age, the more valuable those accelerated savings become. Even in your 50s, any additional contributions you make to your retirement accounts will have time to accumulate and compound before you officially retire. Some of the plans that allow catch-up contributions include: 401(k)s…
Charleston Retirement Communities: A Comprehensive Financial Guide to Choosing the Right Neighborhood
With its Southern charm, mild weather and ample opportunities for fun and leisure, Charleston is a prime option for retirees. But it’s not just the beautiful setting that makes it a top retirement destination; affordable living options, a robust healthcare system and tax benefits make it a practical choice, too. When it’s time to consider where you’ll retire, making an informed financial decision is crucial. If Charleston tops your list…
Bridging the Gap: Financial Strategies for Pre-Retirees in Their 50s and Early 60s
Let’s talk about a few common strategies we can use to help you bridge the gap and address your future income needs for retirement.
Retirement Planning for Charleston’s Coastal Lifestyle: Financial Strategies for Lowcountry Seniors
There are a few common strategies we use to help align our client's financial resources with their desires for retirement.
Celebrating 15 Years of Partners in Financial Planning: A Look Back and Ahead
Fifteen years ago, James Pearman and Pam Poldiak took a bold leap. They left a successful practice to create something entirely their own: Partners in Financial Planning (PIFP). Their vision was clear—to build a firm rooted in collaboration, exceptional service, and a deep commitment to helping clients achieve their dreams. Today, as we celebrate this milestone anniversary, we reflect on how far we’ve come and look ahead to the exciting…