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.
How To Manage The Top Financial Priorities for Physicians & Medical Specialists in 2022
As a medical specialist, you’re in a unique financial position. Through your years of schooling, you’ve accumulated an extraordinary amount of student loan debt, but your earning potential is equally significant. Doctors and other healthcare professionals pay between $365,000 and $440,000 on average in student loan debt and interest.1 That’s almost 10 times the amount an average non-medical student borrows! 2 But with a high earning potential, determining the right…
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.
Traditional vs. Roth IRA
market. The two most popular IRA’s are the Traditional and Roth IRA. The Traditional IRA originated in 1974, but the Roth IRA didn’t come along until 1998. Below are the key differences between the two accounts as well as how they can help you plan for retirement.
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.
What is a Health Savings Account (HSA)?
Costs continue to rise, these accounts are becoming increasingly popular because of their tax benefits and growth potential. Let’s look at what makes an HSA unique and how you can qualify for one.
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.