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.

Partners in Financial Planning Blog - Do You Want To Switch Medical Systems? What To Evaluate Before Leaving

Do You Want To Switch Medical Systems? What To Evaluate Before Leaving

There are three primary medical systems in the Roanoke, VA area: the Salem Veteran Affairs Medical Center, the Carilion Clinic, and the LewisGale Medical Center. These networks are home to some of Virginia’s finest healthcare workers and have earned prestige within the healthcare community. The Partners in Financial Planning team specializes in helping physicians, doctors, surgeons, and other medical professionals navigate their employment options within these and other systems. It’s…

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Partners in Financial Planning Blog - How New Doctors Can Navigate a Physician's Mortgage (And Buy The Right House)

How New Doctors Can Navigate a Physician’s Mortgage (And Buy The Right House)

Doctors interested in purchasing their first home tend to face more hurdles than other homebuyers. Their debt-to-income (DTI) ratio is high, and being in residency may make it challenging to prove employment. These can be red flags (even deal-breakers) when trying to obtain a conventional mortgage, which is why some lenders offer loans specifically for physicians. What Is a Physician’s Loan? A physician’s loan, or doctor’s mortgage loan, is a…

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Buzz4Good Logo

Creating More Buzz for Non-Profits

Twelve non-profits have been featured on Buzz since the debut in August 2020 on Blue Ridge PBS. A look back at all the good that was buzzing around at Buzz4Good.

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Partners in Financial Planning Blog - Benefits of Using a 529 Plan

Benefits of Using a 529 Plan

There are multiple ways to save for your child or grandchild’s future and it’s always a great idea to start as soon as possible. Many parents choose to save by opening a savings account for them at their local bank or to simply put aside money when they can. Unfortunately with these types of savings, you’re limited to how much interest you can earn, if any.

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Partners in Financial Planning Blog - How To Manage The Top Financial Priorities for Physicians & Medical Specialists in 2022

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…

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Partners in Financial Planning Blog - Protect Yourself from Phishing

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. 

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