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
This Insights article was submitted by Rob Penn, President and Wealth Advisor. As a CERTIFIED FINANCIAL PLANNER™ professional, with over 27 years of working with retirees, I feel like I have ...
This Insights article is contributed by Kayla Willliford Johnson, Financial Planning Associate at Pathfinder Wealth Consulting. This is the second post in a two-part series on the importance of a fina ...
This Insights article is contributed by Kayla Williford Johnson, Financial Planning Associate at Pathfinder Wealth Consulting. This is the first post in a two-part series on the importance of a financ ...
This Insights article is contributed by Adam McManus, Financial Planning Associate at Pathfinder Wealth Consulting. It is the second in a two-part series on the impact increased life expectancy can ha ...
This Insights article is contributed by Adam McManus, Financial Planning Associate at Pathfinder Wealth Consulting. It is the first post in a two-part series on the impact increased life expectan ...
This is the second post in a two-part series on the considerations of where to live through your retirement years. The first post can be found here. For part II of this series, I wanted to address ...
This is the first in a two-part series on the considerations of where to live through your retirement years. During our working careers we are often tied to one location. Although there is a growi ...
This Insights article was contributed by Katie Henderson, Marketing Director at Pathfinder Wealth Consulting. You have been counting down the days to retirement for the past year. You have wrapped ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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. ...
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 ...
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 ...
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 – ...
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 ...
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 ...
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 ...
(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 ...
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 ...
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 ...
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 ...
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 ...
OPENBIZ: March 26 Business Closures, Services, New Hours In Response To Virus
Johanna Cano
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Mar 26, 2020
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Loans And Aid Available For Small Businesses Impacted By COVID-19
Johanna Cano
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Mar 25, 2020
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How Will Local Shopping Centers Endure?
Cece Nunn
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Mar 25, 2020
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Medical Official: Expect To See Local Coronavirus Cases Jump
Vicky Janowski
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Mar 25, 2020
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Experts Eye Potential Impacts Of Federal Stimulus On Wilmington Area
Jenny Callison
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Mar 26, 2020
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Wouldn’t it be nice if, after finally running that 5K you have been preparing for many months, you not only get the reward of accomplishment...
Lee Kent looked out from his Leland storefront. From that vantage point, he saw seemingly endless quick-serve restaurant options, and the ad...
“I’m not afraid to step out and try something different. I think that keeps your career interesting,” said Randell Woodruff, the manager of...
The 2020 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.
