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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.

Partners in Financial Planning Blog - The PIFP Story: What It's Like To Work With Us
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The PIFP Story: What It’s Like To Work With Us

We know you have so many options for working with an advisor. Thousands of firms are at your fingertips, especially in a world gone virtual. How do you even begin to choose? The relationships we develop with clients go far beyond finances. We enjoy creating deep, long-lasting connections with people who enjoy our company and trust in our advice. That’s why we wanted to share the Partners in Financial Planning…

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Partners in Financial Planning Blog - 5 Things To Know If You're Relocating To Charleston, SC For Retirement

5 Things To Know If You’re Relocating To Charleston, SC For Retirement

Charleston is rich in history, food, nature, and more. If you’re considering relocating to Charleston in retirement, it’s an incredible place to live out your golden years.  But if you’re an out-of-towner, there are some things to know about South Carolina and Charleston before relocating for good. Below we’ve rounded up five top must-knows for those looking to relocate to Charleston, South Carolina in retirement. 1. South Carolina Boasts Several…

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Partners in Financial Planning Blog - How Carilion Clinic Employees Can Make The Most of Their Retirement Benefits

How Carilion Clinic Employees Can Make The Most of Their Retirement Benefits

If you’re an employee of Carilion Clinic, you likely have a generous compensation package. But with a complex and varied set of benefits, did you pay close attention to Carilion Clinic’s retirement offerings? Preparing for retirement starts by making the most of every benefit available. But since employees may need to “opt-in” to these benefits, you may have overlooked some during the hiring and onboarding process. Below we discuss the…

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Partners in Financial Planning Blog - How To Build A Strong Retirement Plan As A High_Earning Physician

How To Build A Strong Retirement Plan As A High-Earning Physician

Physicians are some of the most disciplined and driven people in the world. You spent more years in school than most other professionals, followed by a grueling and intensive residency. Whether you’re just at the beginning of your career or looking to hang your white coat up for good, there’s never a bad time to think about your retirement plan. Just as you focus on the health of your patients,…

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Partners in Financial Planning Blog - The Top Pros and Cons Physicians Should Know About Roth 401(k)s

The Top Pros and Cons Physicians Should Know About Roth 401(k)s

As a high-earning physician, you must start preparing for financial independence retirement early in your career. The more time you give yourself to save, the less stress your transition becomes, especially if you want to maintain your current or similar lifestyle in your next step. You have numerous options for building your retirement savings. If your hospital system offers a 401(k) or 403(b), they may also allow you to utilize…

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Partners in Financial Planning Blog - Do You Want To Switch Medical Systems? What To Evaluate Before Leaving

Do You Want To Switch Medical Systems? What To Evaluate Before Leaving

There are three primary medical systems in the Roanoke, VA area: the Salem Veteran Affairs Medical Center, the Carilion Clinic, and the LewisGale Medical Center. These networks are home to some of Virginia’s finest healthcare workers and have earned prestige within the healthcare community. The Partners in Financial Planning team specializes in helping physicians, doctors, surgeons, and other medical professionals navigate their employment options within these and other systems. It’s…

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-Benjamin Franklin

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