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.

Dr. Marc Milstein Virtual Presentation “The Age-Proof Brain”

Maintaining Brain Health as We Age - Thursday, February 23, 2023, at 7:00 PM EST

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Why Timing the Market Can Hurt Your Long-Term Growth and Net Returns

Investing was designed to be a long-term strategy you can use to grow wealth, combat inflation and preserve purchasing power, save for retirement, and meet your other financial goals.  As you think about your own relationship with investing, it’s helpful to consider different types of investing philosophies and decide what’s best for you and your financial life. Why Do You Invest? Some people tend to correlate the idea of “investing”…

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Protecting Your Identity, Data, and Assets

It’s Not a Matter of If, but When… 17.6 million people experienced identity theft in 2014. 63% of confirmed data breaches involved weak, default, or stolen passwords. Identity fraud is a serious issue. Fraudsters have stolen $112 billion in the past six years, equating to $35,600 stolen per minute. Common Cyber Threats Email Account Takeover What is it? A cybercriminal hacks an email account and reads emails to learn about…

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The Financial Foundations You Need to Build for a Bright New Year

A new year is a new opportunity for young professionals like you to start things off on the right foot. What do you want to accomplish in the next year, five years, or even 20 years down the road? While growing your wealth isn’t necessarily a goal in itself, it is a tool you can use to help achieve these grander life goals and visions for the future.  By planning…

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Blackwood Department of Real Estate at Virginia Tech

Seth Carter, an associate financial planner at Partners in Financial Planning, LLC, visited Professor Clements’ Careers in Real Estate (1014) class on November 30th. He advised students on the importance of an emergency fund, making plans to pay off student loans and how to manage debt.

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5 Ways Transplants Can Feel at Home in Charleston, SC

Moving is one of the top five most stressful events in a person’s life, and it certainly doesn’t get easier as you age.1 We tend to grow deep roots the more time we spend in one place, not to mention accumulate more belongings. So moving to a new city can be especially challenging for anyone nearing retirement. But the great news is Charleston is a growing community with lots of…

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You’re 10 Years Away from Retirement, What Should You Do?

When you started saving for retirement, it probably felt like a million years away. But as time moves on, retirement continues to creep closer. We’re not just talking about being financially prepared for retirement. Now’s also the time to consider the lifestyle you envision. What will you do with your time every day? How will you feel fulfilled and purposeful outside of work? If you’re worried that you’re not quite…

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