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.
7 Excellent Ways Gen X Can Level Up Their Money
As you continue thinking about ways to optimize your wealth before retirement, here are seven ways Gen Xers can do to level up their money.
4 Great Tax Planning Secrets High Earners Need to Know About
One of the key ways to preserve wealth is to take control of your tax liability year after year. Our tax planning secrets can help you!
How to Find the Right Financial Advisor in Charleston, SC for You
Looking for a Financial Advisor in Charleston? At first, it may seem like all advisors are created equal, but, there are many differentiators.
Dr. Marc Milstein Virtual Presentation “The Age-Proof Brain”
Maintaining Brain Health as We Age - Virtual Event Organized by PIFP
Why Timing the Market Can Hurt Your Long-Term Growth and Net Returns
Investing was designed to be a long-term strategy you can use to grow wealth, combat inflation and preserve purchasing power, save for retirement, and meet your other financial goals. As you think about your own relationship with investing, it’s helpful to consider different types of investing philosophies and decide what’s best for you and your financial life. Why Do You Invest? Some people tend to correlate the idea of “investing”…
Protecting Your Identity, Data, and Assets
It’s Not a Matter of If, but When… 17.6 million people experienced identity theft in 2014. 63% of confirmed data breaches involved weak, default, or stolen passwords. Identity fraud is a serious issue. Fraudsters have stolen $112 billion in the past six years, equating to $35,600 stolen per minute. Common Cyber Threats Email Account Takeover What is it? A cybercriminal hacks an email account and reads emails to learn about…
The Financial Foundations You Need to Build for a Bright New Year
A new year is a new opportunity for young professionals like you to start things off on the right foot. What do you want to accomplish in the next year, five years, or even 20 years down the road? While growing your wealth isn’t necessarily a goal in itself, it is a tool you can use to help achieve these grander life goals and visions for the future. By planning…