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
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 ...
Luxury Home Sales Reach Record Height In May
Cece Nunn
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Jun 17, 2019
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First Carolina Bank, which has maintained a loan production office in Wilmington since September 2017, will open a full-service branch here....
Recent events may or may not mean a clearer future for the film industry in North Carolina. Its grant funding is part of current state budge...
During tax season this year, media reports indicated that the many changes in the Tax Cuts and Jobs Act of 2018 were producing confusion amo...
The 2019 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.
