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.
Do Retirees Need Flood Insurance If They Live In Charleston, SC?
Charleston, South Carolina, is (in our humble opinion) one of the best places in the country for individuals and couples to retire to. There’s no end to the entertainment, food, culture, and outdoor adventures that await those who come to Charleston. If you want to move here, you’ll likely purchase a house or condo to call home. As you consider your options, remember that your new home could come with…
Your Parents Are Aging, Should You Move Home To Care For Them?
If you’ve noticed any cognitive or physical decline in your parents lately, you may be considering what support they’ll need. It’s common for adult children to move back home and care for their parents, especially with the recent increase in remote work. Before making any big decisions, there are some considerations to review with your parents and their (or your) financial professionals. Here are a few important talking points to…
Do Roth 401(k)s Have Income Limits? And When It Makes Sense To Contribute
There are plenty of savings vehicles designed to help wealth builders transform their earnings today into future retirement income. Each offering has advantages and considerations, making it challenging to select the right option. Should you opt for accounts that can reduce your tax obligations today or delay the tax savings for retirement? There’s no right or wrong answer when choosing retirement savings vehicles since everyone’s financial situation looks different. To…
How Fixed-Income Strategies Help You Meet Your Retirement Income Goals
With so many options available, you may wonder what the right retirement income strategy is for you. Let's look at fixed-income strategies.
You Saved So Much Money to Retire, Don’t Be Afraid to Spend It
Spending should be a rewarding and fulfilling experience. Here are a few ways to shift your mindset and prepare to spend during retirement.
How You Can Maximize Your Social Security Benefit While Still Working
Social Security is one of the cornerstones of most retirees’ income strategy in retirement. While you don’t want to rely solely on it to cover your expenses, having this fixed income can still provide peace of mind and stability during your post-working years. But did you know there are things you can do now, while you’re still working, to maximize your future benefits? The average monthly Social Security retirement benefit…
5 Questions to Ask Your VA Financial Advisor In Your Next Meeting
We’ve gathered five standard questions to help you get the most out of your relationship with your VA financial advisor.