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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.

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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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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Why It’s Important to Designate a Representative for Medicare Supplements and Social Security

It’s incredibly challenging to watch your parents age. But considering that around 53.1 million adults are caregivers in the United States, there’s a good chance you are or will be responsible for helping your aging parents.1  One thing you don’t want slipping through the cracks is Medicare bills. Unpaid premiums have the power to wreak havoc on your parents’ retirement plan. When gone unchecked, they could snowball into debt or…

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How The Inflation Reduction Act Affects the Solar Tax Credit

How The Inflation Reduction Act Affects the Solar Tax Credit

More households across America are focusing on being environmentally conscious by changing their daily lives. In 2020, for example, solar panel use increased 43% from the previous year.1  There’s no better time to implement clean energy sources into your home than right now, especially in light of the recent Inflation Reduction Act. Solar panels provide emissions-free energy and help reduce your carbon footprint. If you’re weighing the costs and considerations…

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Well done is better than well said.
-Benjamin Franklin

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