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.
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…
Things You Can Do In Charleston South Carolina to Give Back as a Family
If you’re interested in giving back to the community, you may find it important to instill those philanthropic values in your children or grandchildren as well. Not only can working as a team help amplify your efforts, but it can strengthen your family bonds and community ties through service. For those living in Charleston, South Carolina, there’s certainly no shortage of volunteer opportunities in our city—no matter what particular cause…
Volunteerism in Retirement: Giving Time and Expertise
While retirement is an exciting phase in life where you can finally feel untethered (perhaps for the first time) from the commitment of a job, it comes with some surprising, often sneaky, challenges for older adults. Namely, finding ways to make retirement feel fulfilling while avoiding things that may threaten your happiness, like isolation and loneliness. About one-third of older adults said in a recent study that they interacted with…
Strategic Giving: Maximizing the Impact of Your Charitable Donations
In 2023, Americans gave around $557.16 billion to charity, averaging about $3,296 per donor. However, for many high-net-worth families, average donations easily exceed tens of thousands annually. If you’re inclined to start giving back—or if you’d like to increase your donations as you head toward retirement—it may be worth implementing a charitable giving strategy into your financial plan. By taking a proactive and strategic approach to charitable gifting, you can…
Retirement Savings Options for Doctors that Have Their Own Practice
Opening and successfully operating your own practice is an incredible feat you should be proud of. As you continue navigating the ups and downs of business ownership, it’s essential to keep your financial future at the forefront (though we know this can be hard to do when you’re pulled in so many different directions). Without the robust resources and framework of a hospital network to fall back on, it’s up…