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.

You Saved So Much Money To Retire, Don't Be Afraid To Spend It

You Saved So Much Money to Retire, Don’t Be Afraid to Spend It

Spending should be a rewarding and fulfilling experience. Here are a few ways to shift your mindset and prepare to spend during retirement.

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How You Can Maximize Your Social Security Benefit While Still Working

Social Security is one of the cornerstones of most retirees’ income strategy in retirement. While you don’t want to rely solely on it to cover your expenses, having this fixed income can still provide peace of mind and stability during your post-working years. But did you know there are things you can do now, while you’re still working, to maximize your future benefits? The average monthly Social Security retirement benefit…

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5 Questions to Ask Your VA Financial Advisor In Your Next Meeting

We’ve gathered five standard questions to help you get the most out of your relationship with your VA financial advisor.

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Our Advisors are Certified Financial Planners.

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Barks N' Rec for Saint Francis

Barks N’ Rec for Saint Francis Service Dogs

Do you run? Bike? Kayak? Can you juggle? Cartwheel? Are you great at hacky sack? Whatever you like to do for fun, do it for Saint Francis Service Dogs.

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Silicon Valley Bank’s Collapse Means for Your Money

What SVB’s Collapse Means for Your Money

The good news is that most investors don’t need to be concerned.

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What Is Financial Life Planning and What It Means to us at PIFP

Financial Life Planning might be a new term for you. We're sharing why we choose to approach wealth management from this unique angle. 

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