Financial Independence Planning, LLC

08/19/2026

At first glance, Social Security sounds simple: claim early or wait.

But that one choice can affect your monthly income for the rest of your life. And if you’re married, your decision could affect your spouse’s benefits, too.

Then add taxes, Medicare, longevity, and other sources of retirement income, and there’s a lot more to consider than just picking an age.

See how Social Security may fit into your bigger retirement picture: https://www.myfipadvisor.com/insights/blog/social-security-benefits-whats-your-game-plan/

08/14/2026

⚾ What a night! This past Tuesday, we had an awesome time taking more than 140 clients & their friends and families to the IronPigs game! From the great baseball and ballpark treats to all the laughs and smiling faces, it was an unforgettable evening with an incredible group of people.

We’re so grateful for our amazing client community and loved having the opportunity to make memories together. Thank you to everyone who joined us! 🐷🎉

08/07/2026

Our advising team took their talents to Boston earlier this week for Carson’s Summit! ✈️🏙️

The conference brought together advisors from across the Carson Partners network for a few days of learning, collaboration, and sharing best practices. Our team enjoyed the opportunity to connect with fellow advisors, hear fresh perspectives, and bring home new ideas to help us continue delivering a great experience for the families we serve.

Here's a glimpse into their time there! 📸

08/03/2026

We had a fantastic time heading down the Jersey Shore to host our Shore Cheers & Connections event at Nucky's Speakeasy! 🌊🍹

From delicious food and refreshing drinks to wonderful conversations and new connections, it was an evening full of great company and even better memories. Thank you to everyone who joined us—we always appreciate the opportunity to spend time with our clients and friends outside the office!

07/30/2026

We were glad to be able to gather yesterday for our All Hands meeting that was filled with great collaboration, thoughtful conversations, and a shared commitment to continuing to grow and improve our business. We’re always grateful for the opportunity to bring our entire team together to learn from one another and move forward with a shared vision.

We also took time to celebrate some very special moments:
🎉 Happy Birthday to Fred Shocket!

🏆 Congratulations to Rachel Zove for being named our Core Values Champion—thank you for consistently embodying what FIP stands for.

👏 And a heartfelt thank you to Rylee LaLoup as her internship with FIP comes to a close. We’re grateful for all of your hard work and wish you nothing but success in your next chapter!

07/27/2026

Thanks to everyone who joined us on Friday, July 17 for our Irons & Drivers Golf Clinic! ⛳

Despite the less-than-ideal air quality, we were so glad we could still come together for a fun day of learning, laughter, and time on the course. A big thank you to everyone who attended- we loved spending the day with you and hope you picked up a few new tips for your game!🏌️

07/10/2026

🎉 Happy Work Anniversary to our July team members! 🎉

Please join us in celebrating Tom Malkoch, Kate Assiran, Ryan Baile, and Connor Rice on their work anniversaries at FIP!

Thank you for your dedication, professionalism, and the contributions you've made throughout your time with our team. We appreciate all that you do to support our clients, your colleagues, and our core values every day!

07/04/2026

Happy Independence Day! May your 4th of July be filled with celebration, family, and gratitude for the freedoms we enjoy as we celebrate 250 years of our great nation! 🇺🇸

06/24/2026

The Fed held rates steady last week- that part was expected. What investors didn't get was much of a roadmap.

Kevin Warsh's first meeting as Fed chair left markets trying to read how the Fed may respond if inflation stays elevated. Stocks recovered after the initial reaction, but the path forward still feels harder to read.

Read more:

The story of the week was Kevin Warsh’s first meeting as chair of the Federal Reserve. The Fed decided to hold rates steady, but stocks sold off

06/21/2026

Happy Father’s Day to all the dads and father figures who work hard, lead by example, and help build strong futures for their families.

Today, we celebrate you and the lasting impact you make every day. 💙