What’s Happening
At Partners in Financial Planning, we keep you informed on a variety of topics. Check out our Blog posts and team News featured below. If you missed any of our newsletters or monthly investment commentary, be sure to check out our Newsletters & White Papers page for the latest market news and articles to educate and inspire.
What’s A Roth Conversion and Is It A Good Move For You?
High-earners, like most doctors, surgeons, and physicians, face an interesting conundrum when saving for retirement. They need to save more than most to maintain their lifestyle, but they can’t directly access certain savings accounts, like Roth IRAs. Roth IRAs are especially useful for young physicians earning less now than they likely will in the coming decades. But if you’re making more than $144,000 filing single ($214,000 if married, filing jointly)…
A Quick Guide To Help You Navigate Your Hospital Benefits
If you’re a physician working for a large medical system, there are likely several benefits to consider. You may not have given them much thought when signing on, but it’s essential to regularly review benefits like your retirement savings options, insurance policies, stock options, and more. Here are a few common hospital benefits to address. Retirement Most of us rely on the retirement savings plans our workplaces offer us, and…
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.
Top Resources To Care For Aging Parents In Charleston, SC
Around 53 million Americans have served as unpaid caregivers to an adult within the last 12 months.1 Studies have shown time and time again that caregiving can affect someone’s mental, physical, and financial health. If you’re becoming a caregiver to a loved one, there are resources available to help reduce the burden on you while getting your loved one the care they need. We understand that caregiving can be incredibly…
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…
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…
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…