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.
Year-End Tax Planning Strategies for High-Earning Healthcare Professionals
As another year draws to a close, healthcare professionals face a unique opportunity—and challenge—when it comes to tax planning. Between high marginal tax brackets, complex compensation structures, and multiple income streams from practice ownership, hospital employment, and consulting work, the tax landscape for physicians and other healthcare leaders can feel overwhelming. But with strategic year-end planning, you can significantly reduce your tax burden and strengthen your financial foundation as you…
Hurricane Season Aftermath: Protecting Your Financial Life from Natural Disasters
The Atlantic hurricane seasons of recent years have served as stark reminders of nature’s power and the vulnerability of our coastal communities. The 2024 season saw devastating storms including Hurricanes Beryl, Helene, and Milton—storms so impactful that their names have been permanently retired. With forecasters predicting another above-normal season for 2025, including 13 to 19 named storms and 3 to 5 major hurricanes, Southern retirees need more than just physical…
Back-to-School Season: Teaching Financial Literacy to Your College-Bound Kids
TL;DR: As your teenager heads to college, teaching them essential financial skills—budgeting, understanding credit, and making informed spending decisions—can prevent costly mistakes and set them up for lifelong financial success. As parents across the country prepare for back-to-school season, those sending children off to college face a unique challenge: ensuring their young adults possess the financial literacy skills necessary to navigate increased independence responsibly. At Partners in Financial Planning, we…
Medicare Open Enrollment 2025: What Charleston and Virginia Retirees Need to Know
TL;DR: Medicare Open Enrollment runs from October 15 to December 7, 2025, offering your annual opportunity to review and change your Medicare coverage. Understanding your options now can help you avoid costly mistakes and ensure optimal healthcare coverage for 2026. As autumn arrives in Charleston and Virginia, retirees across our communities face an important annual decision: Medicare Open Enrollment. This seven-week window presents both opportunity and complexity, as millions of…
Charitable Giving as a Family: Creating a Meaningful Summer Tradition
Charitable giving extends beyond donations, encompassing valuable lessons about financial stewardship that benefit multiple generations.
What Are Bonds, and How Are They Used? Understanding a Critical Component of Retirement Planning
Many pre-retirees understand that bonds are an important component of retirement planning, there's often confusion about what bonds are.
Time in the Market versus Timing The Market: A Critical Distinction for Retirement Success
For retirement investors, few decisions have greater long-term impact than how you respond to market volatility.