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.

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

Maintaining Brain Health as We Age - Thursday, February 23, 2023, at 7:00 PM EST

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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. He advised students on the importance of an emergency fund, making plans to pay off student loans and how to manage debt.

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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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PIFP at Richfield Living Wellness Day

Richfield Living 2022 Wellness Day

It was a great day at Richfield Living’s first Wellness Day event to promote their 8 pillars of wellness - Physical, Spiritual, Financial, Emotional, Vocational, Social, Intellectual and Environmental. Partners in Financial Planning was a participant with team members Stephen Bain and Seth Carter.

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Creating More Buzz for Non-Profits

Twelve non-profits have been featured on Buzz since the debut in August 2020 on Blue Ridge PBS. A look back at all the good that was buzzing around at Buzz4Good.

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Joseph Schmidt, Financial Planner

Joseph Schmidt Earns CFP® Designation

After two years of serving clients at Partners in Financial Planning, in October 2021, Joseph Schmidt completed all the necessary requirements and earned the CFP® designation.

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