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.
The Credit Check: Managing Student Loan Debt and Credit Health for Physicians
Your dedication to becoming a licensed medical professional has taken you on a long, rewarding educational journey. But, as you’re all too familiar with, that journey has come at a cost. Nearly three-quarters of all medical students graduate with student loan debt—often substantial debt. Medical professionals owe, on average, $250,995.1 If you’re in the process of building a healthy financial foundation for yourself and your family but are burdened with…
Exploring Charleston’s Hidden Gems: A Retiree’s Guide
Until you visit Charleston, you don’t truly appreciate how much this city offers. If you’re thinking about relocating here in retirement, there’s no doubt you’ll find plenty of fun activities to fill your days with. To help you get a taste of what Charleston has in store, here are some of our favorite hidden gems in and around the city. The Serenity of White Point Garden If you’re already visiting…
The Role Reversal: A Guide to Navigating the Emotional Landscape of Caring for Aging Parents
We’re reviewing the emotional landscape involved with caring for aging parents and providing tips for caring for yourself and your loved ones.
Asset Protection at Charles Schwab
With the recent merger between TD Ameritrade and Charles Schwab, many of you may be asking, “are my accounts safe at Schwab?
Creating a Sustainable Withdrawal Strategy in Retirement
For decades, you’ve saved and invested diligently to fund the retirement lifestyle you’ve always dreamed of. But did you know that how you withdraw your money in retirement greatly impacts how far those savings can stretch? Some people find that developing a tax-efficient withdrawal strategy is just as (if not more) complex than building up those savings in the first place. All of this isn’t to deter you from spending…
‘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.
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…