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 Role Reversal: A Guide to Navigating the Emotional Landscape of Caring for Aging Parents

We’re reviewing the emotional landscape involved with caring for aging parents and providing tips for caring for yourself and your loved ones.

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The Securities Investor Protection Corporation (SIPC) provides protection for securities and cash in client brokerage accounts.
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Asset Protection at Charles Schwab

With the recent merger between TD Ameritrade and Charles Schwab, many of you may be asking, “are my accounts safe at Schwab?

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Creating a Sustainable Withdrawal Strategy in Retirement

For decades, you’ve saved and invested diligently to fund the retirement lifestyle you’ve always dreamed of. But did you know that how you withdraw your money in retirement greatly impacts how far those savings can stretch? Some people find that developing a tax-efficient withdrawal strategy is just as (if not more) complex than building up those savings in the first place. All of this isn’t to deter you from spending…

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Understanding Roth 401(k)s: A Guide for Physicians

Download As a high-earning physician, you face unique hurdles when preparing for retirement. To maintain your elevated lifestyle post-working, you must establish a robust retirement income strategy and save diligently. Simply maxing out your traditional 401(k) contribution limits isn’t enough, and it doesn’t provide the attractive tax benefits of after-tax savings like a Roth IRA (which you may not be eligible to use).  Enter the Roth 401(k) — a lesser-known…

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Happy New Year 2024!

Happy New Year 2024 to our Valued Clients and Incredible Team Members!

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How Physicians Can Incorporate Charitable Giving Into Their Financial Planning

We're exploring the various ways that physicians can incorporate charitable giving into their financial life plan.

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