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Just when you thought you had heard it all.

At Partners in Financial Planning, our passion for financial planning shows. From IRAs to Roth Conversions to where to volunteer, we share information on topics to help you on your financial wellness journey and more.

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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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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7 Excellent Ways Gen X Can Level Up Their Money

As you continue thinking about ways to optimize your wealth before retirement, here are seven ways Gen Xers can do to level up their money.

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4 Great Tax Planning Secrets High Earners Need to Know About

One of the key ways to preserve wealth is to take control of your tax liability year after year. Our tax planning secrets can help you!

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Well done is better than well said.
-Benjamin Franklin

You dream it. We plan it. You live it.