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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.
How Carilion Clinic Employees Can Make the Most of their Retirement Benefits
DOWNLOAD GUIDE HERE Employees of the Carilion Clinic have access to relatively robust compensation packages, including retirement benefits beyond the traditional employer-sponsored 401(k). If you aren’t taking full advantage of these benefits, it may be because you don’t yet understand what is being offered and who can use it. Medical professionals face a unique challenge when preparing for retirement due to their significant student loan debt and long lead time…
‘Age-Proof Brain 2.0’ by Dr. Marc Milstein, PhD
Dr. Marc Milstein's Virtual Event on Tuesday, February 27, 2024, at 7:00 PM.
Happy New Year 2024!
Happy New Year 2024 to our Valued Clients and Incredible Team Members!
Tips For Preventing Fraud
Our firm plays an important role in helping safeguard your assets, but you can also take action yourself to protect and help secure your information.
Client Appreciation Event – Salem Red Sox Game
Great turnout at the Salem Red Sox Game for our Client Appreciation Event, on Thursday July 27th, 2023.
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.
Planning isn’t all we do.