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 - Traditional vs. Roth IRA

Traditional vs. Roth IRA

market. The two most popular IRA’s are the Traditional and Roth IRA. The Traditional IRA originated in 1974, but the Roth IRA didn’t come along until 1998. Below are the key differences between the two accounts as well as how they can help you plan for retirement.

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Joseph Schmidt, Financial Planner

Joseph Schmidt Earns CFP® Designation

After two years of serving clients at Partners in Financial Planning, in October 2021, Joseph Schmidt completed all the necessary requirements and earned the CFP® designation.

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Partners in Financial Planning Blog - What is a Health Savings Account (HSA)?

What is a Health Savings Account (HSA)?

Costs continue to rise, these accounts are becoming increasingly popular because of their tax benefits and growth potential. Let’s look at what makes an HSA unique and how you can qualify for one.

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Buzz4Good featuring Christiansburg Institute and Spectrum Media Solutions (Part 2)

Check out part 2 of the story of Christiansburg Institute and how Buzz4Good in partnership with Spectrum Media Solutions is making a difference in the community and across the nation.

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Buzz4Good featuring Christiansburg Institute and Spectrum Media Solutions (Part 1)

Learn the history of Christiansburg Institute and the vision for its future, with the help of Buzz4Good and Spectrum Media Solutions.

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Buzz4Good revisits Mill Mountain Zoo & Eastmont Community Foundation

Buzz4Good takes a look back at the difference made with Mill Mountain Zoo and Eastmont Community Foundation.

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Buzz4Good featuring Giles County Foster Care

Giles County has a foster care crisis and Buzz4Good, with the help of 5Points Creative, stepped up to make a difference. Check out how in episode 10 of BUZZ.

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