News
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.
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.
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…
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.
Protect Yourself from Phishing
According to the FBI, more than 114,000 people fell victim to phishing schemes in 2019, collectively losing around $57 million. With the holiday season quickly approaching, phishing schemes will inevitably increase. Phishing is a method of identity theft that provokes individuals into giving up personal information. These types of schemes typically come in the form of a text, email, or website. It’s important to understand what phishing is, what it looks like, how you can be prepared for it, and what to do if you fall victim to one of these tricks.
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.
Buzz4Good featuring Christiansburg Institute and Spectrum Media Solutions (Part 2)
Check out part 2 of the story of Christiansburg Institute and how Buzz4Good in partnership with Spectrum Media Solutions is making a difference in the community and across the nation.
Buzz4Good featuring Christiansburg Institute and Spectrum Media Solutions (Part 1)
Learn the history of Christiansburg Institute and the vision for its future, with the help of Buzz4Good and Spectrum Media Solutions.
Planning isn’t all we do.