News Pathfinder in the News

There are many considerations when designing an estate plan that would meet your legacy goals and provide peace of mind to you and your family. In this article we share an estate planning checklist that covers the basics for everyone.

Pathfinder Wealth Consulting is pleased to announce the recent hiring of Chad Slate, AIF®, for the position of Associate Wealth Advisor.

Pathfinder Wealth Consulting is pleased to announce the recent hiring of Pantelis Miliotis, CFP®, for the position of Associate Wealth Advisor.

Politics aside, the Inflation Reduction Act (IRA) introduces several new and expanded tax credits designed to help Americans shoulder the cost of certain home improvements, vehicle purchases, and healthcare costs. This article outlines the major provisions of the new regulation.

One of the biggest obstacles that prevents someone from getting involved in their finances is the surplus of information that surrounds the complex world of finance and investing. Too much information can lead to “analysis paralysis,” where there are so many choices that it prevents you from taking action. When it comes down to it, everyone’s financial situation is different and the decisions you make should be based on your entire picture and not based on a rule of thumb. Read more for the seven myths that we commonly see when talking to folks about their finances.

In today’s society, people are spending less time than ever at one employer, which means there are more decisions to be made about what to do with a retirement account due to a change in employers, and ultimately retirement.

Are we in a recession? What technically is a recession? These two questions have gripped economists, academics, and politicians alike recently, leaving many investors to draw their own conclusions, feeling like a deer in the headlights.

One of the most interesting things about the financial services industry is that we get to interact with a diverse group of individuals and we often get into the intimate details of their values, beliefs, and perspectives on money. In many cases, someone’s political views will come out during this process.