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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.

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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Is Charleston, South Carolina A "Tax-Friendly" Place To Retire?

Is Charleston, South Carolina A “Tax-Friendly” Place to Retire?

When selecting your dream retirement spot, several criteria spring to mind. For example, nice weather, lots of options for entertainment, proximity to family, possible work opportunities, and volunteer spots could be on your wish list. While that’s a great roundup, one benchmark we recommend adding to your list is “tax friendliness.” It’s not nearly as fun to think about as all the sun and fun Charleston offers, but it’s still…

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How The Inflation Reduction Act Impacts The Electric Vehicle Tax Credit

Gas prices seem to have a mind of their own this year. While the Charleston, SC and Roanoke, VA areas weren’t hit the hardest, prices still rose to about $4.60 per gallon this summer.1  After months of global economic volatility impacting prices at the pumps, purchasing an electric vehicle (EV) is becoming more appealing. For example, Teslas are sleek, fun cars of the future, and even major car makers like…

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Well done is better than well said.
-Benjamin Franklin

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