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Jason Wheeler

CEO, Pathfinder Wealth Consulting
BIO

JASON T. WHEELER, CFP®, AIF®, CLU® Jason Wheeler is CEO and founding partner of Pathfinder Wealth Consulting. He began his financial career in 1999 and worked for Morgan Stanley and Investors Financial Group before opening Pat  

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Financial
Oct 21, 2015

New Executive Order Changes Financial Aid Process

If you have ever been through the college application process, then you know that it can be daunting. Add in the financial aid application process and the entire system seems to have two left feet. Th ...

Financial
Oct 2, 2015

3 Tips For The Last 3 Years Before Retirement

I was recently asked by an industry writer for "not so common" recommendations for retirement planning. I typed in "retirement planning recommendations" on Google and found the 10 ...

Financial
Jul 1, 2015

The American Dream

As we celebrate our Independence Day this week, it reminds me just why we have this federal holiday. It is the celebration and acknowledgement of our society adopting the Declaration of Independence o ...

Financial
Oct 15, 2014

Why You Haven’t Experienced True Inflation … Yet!

Everyone complains about price increases. On a personal level, we see it with grocery store shopping, filling our gas tanks, receiving our homeowners’ insurance bills and a lot of other expenses ...

Financial
Oct 1, 2014

The Reality Of Working In Retirement

Before we get into the core topic for this article, which is “working in retirement,” I want to point out some statistics that explain why most people don’t retire when they had or ...

Financial
Sep 15, 2014

Health Care Costs And Retirement Planning

Over the last month, I have had several people who are planning for retirement come to me with one burning question, “How much will my health care cost?”  I have also heard on numerou ...

Financial
Sep 1, 2014

College Is Coming!

Ready or not, the summer is over! Around this time each year, children are buying backpacks, folders and notebooks, and high school juniors and seniors are beginning their college search and applicati ...

Financial
Aug 15, 2014

Taking On Risk

If you could earn and save enough money to meet all of your future financial obligations without taking any risk, would you?  I think it’s important to understand risk taking.   ...

Financial
Jul 15, 2014

It’s SIMPLE To Start Your Company Retirement Plan

In my last article, I discussed some basics of company retirement plans. You can read that article here. In this Insights, I will discuss the retirement plan that I recommend most often for busines ...

Financial
Jun 27, 2014

The Basics Of Company Retirement Plans

I am amused at how often business owners refer to all types of retirement plans as 401(k) plans. There are actually many types and varieties of retirement plans; and ironically, I seldom recommend a 4 ...

Financial
May 15, 2014

Three Financial Conversations To Have With Aging Parents

Caring for aging parents can be one of life’s greatest rewards and greatest struggles. Emotionally, it’s difficult to deal with parents aging and showing signs of physical weakness – ...

Financial
May 1, 2014

Continuity Versus Succession: The Five “Big Ds”

In my opinion, most business owners delay succession planning until they are much too close to their exits. For long-time business owners, it is difficult to imagine and emotionally adjust to the idea ...

Economic Development
Mar 27, 2014

Economic Development By The Sea

Most of us are quite familiar with the ongoing discussion about our area’s need for a unified vision for economic development.  Rob Kaiser, co-owner and publisher of Greater Wilmington Busi ...

Financial
Mar 15, 2014

Prioritizing Profits

This article is the second of a two-part series examining various ways for business owners to leverage their business profits. If you’d like to read part one, click here.   To recap, in p ...

Financial
Mar 1, 2014

What Should I Do With My Business Profits?

(Part 1 of 2)   Many of my clients (and a few non-clients) that are business owners have asked me what to do with business profits. The answer to this question certainly depends on a variety of ...

Financial
Feb 15, 2014

The Entrepreneur Retiree: A New Trend

Is this you? Worked hard to build enough financial security to retire Possess a valuable skill and not ready to put it on a shelf to get dusty  Have an idea for a business but not interes ...

Financial
Feb 1, 2014

Best Places To Retire In 2014

International Living just released their list of best places to retire in 2014. I personally think it’s a quality list that leverages a solid combination of relevant criteria for making its sele ...

Financial
Jan 10, 2014

New Year And New Focus On Saving For The Kids

Having children is one of life’s greatest joys, but paying for them is one of life’s greatest expenses. While it’s usually said jokingly, this time of year my younger clients often s ...

Financial
Dec 18, 2013

Financial New Year’s Resolution: 5 Ways to Improve Your Money Situation in 2014

Along with exercising and losing weight, improving one’s financial situation is among the most common New Year resolutions. Whether it’s saving more, spending less, or a combination of bot ...

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