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.
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…
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…
Tips For Preventing Fraud
Our firm plays an important role in helping safeguard your assets, but you can also take action yourself to protect and help secure your information.
5 Signs You Need to Work With a Financial Planner
When do you know it’s time for you to work with a financial planner? Here are five tell-tale signs to look for.
3 Essentials Physicians Need For a Successful Investment Portfolio
Physicians face unique financial challenges. We’ve identified three essentials every physician's investment strategy needs.
The Financial Details Physicians Need to Know Before Starting a Private Practice
Around 49.1% of physicians work in private practices.1 If you’re looking to join the ranks of physicians-turned-business-owners, you have an exciting journey ahead. But much of your future success and ability to sustain a profitable practice will depend on the financial details and logistics you work through now. To help you build your to-do list and create a comprehensive plan, we’ve outlined the important financial considerations to make when starting…