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