News worth sharing.

Whether around town or around the globe, we have news happening right here.

At Partners in Financial Planning, we have been busy with more than just financial planning and tax preparation. Check out what else our team has been up to and what’s happening around town.



Our Advisors are Certified Financial Planners.

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Barks N' Rec for Saint Francis

Barks N’ Rec for Saint Francis Service Dogs

Do you run? Bike? Kayak? Can you juggle? Cartwheel? Are you great at hacky sack? Whatever you like to do for fun, do it for Saint Francis Service Dogs.

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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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Dr. Marc Milstein presentation

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

Maintaining Brain Health as We Age - Virtual Event Organized by PIFP

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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.

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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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Do You Have Enough Life Insurance?

September is National Life Insurance Month! To “celebrate,” we’re helping you determine if you have enough life insurance coverage to protect your family. The financial lives of medical professionals tend to be complex, and many doctors are the primary earners for their families. So, life insurance plays a vital role in protecting your family’s financial well-being in the event of an unexpected loss.  Here are the top things you to…

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Planning isn’t all we do.

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