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.
How To Meaningfully Include Your Children In Your Estate Plan
We’re discussing why it’s essential to include your children in estate planning and how to do so effectively.
Client Appreciation Event – Salem Red Sox Game
Great turnout at the Salem Red Sox Game for our Client Appreciation Event, on Thursday July 27th, 2023.
What Is Financial Freedom?
As you move through life, your financial landscape tends to evolve. It’s natural to outgrow your previous goals and objectives, especially as your family grows and your priorities shift. For those who find themselves with more complex financial questions and challenges, our Financial Foundations service may not be enough. To help you more effectively address your financial concerns, we offer a service called Financial Freedom. It’s specifically designed for those…
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.