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.

We're thrilled to announce that Dr. Marc Milstein, noted scientist, speaker and author, will present a virtual event on Tuesday, February 27, 2024, at 7:00 PM. 

‘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. 

Read More

Understanding Roth 401(k)s: A Guide for Physicians

DOWNLOAD GUIDE As a high-earning physician, you face unique hurdles when preparing for retirement. To maintain your elevated lifestyle post-working, you must establish a robust retirement income strategy and save diligently. Simply maxing out your traditional 401(k) contribution limits isn’t enough, and it doesn’t provide the attractive tax benefits of after-tax savings like a Roth IRA (which you may not be eligible to use).  Enter the Roth 401(k) — a…

Read More

Happy New Year 2024!

Happy New Year 2024 to our Valued Clients and Incredible Team Members!

Read More

How Physicians Can Incorporate Charitable Giving Into Their Financial Planning

We're exploring the various ways that physicians can incorporate charitable giving into their financial life plan.

Read More

Your Personal Goals Have Changed. What Does That Mean for Your Finances?

We’re exploring the financial implications of changing personal goals and what you should do to ensure your financial life meets your needs.

Read More

  |    |    |  

Top Concerns on Southern Retirees Minds & How We’re Addressing Them

If you plan on moving to a new state in retirement, you’re certainly not alone. Plenty of retirees seek a change of pace and scenery in retirement, and the Sun Belt is a popular destination for good reason. Down in the South, we have no shortage of sunshine, warm weather, water, world-famous food, and great Southern hospitality. And while we know there are plenty of benefits to heading down south…

Read More

How You Can Financially Prepare for Natural Disasters in South Carolina

South Carolina is a gorgeous, geologically diverse state with incredible culture, food, adventure, and hospitality. Suppose you’re thinking about moving to South Carolina in retirement. In that case, however, it’s critical to consider that this southern state is situated along the coastline — making it subject to significant natural disasters. From hurricanes and flooding to heat waves and thunderstorms, Mother Nature can take a toll on those living in the…

Read More