As a wealth advisor at Pathfinder, John works closely with folks who are planning for their future, helping them stay on their financial path. He also specializes in developing financial plans and investment strategies for the se
As 2023 is coming to a close, it's a great time to start thinking about year-end tax planning. For many individuals and businesses taxes can be a significant financial burden, and perhaps, often a ...
This article was contributed by Pathfinder Associate Wealth Advisor, Chad Slate, AIF®, CPFA®. The past few years have been anything been ordinary, and as a result, we have been experie ...
Health Savings Accounts (HSAs) are a savings/investment vehicle that allow you to set aside money on a pre-tax basis to pay for qualified medical expenses. By using untaxed dollars to pay for ded ...
Article contributed by Associate Wealth Advisor, Ross Allen, CFP®, EA, ATFA. As we previously discussed, having a sound estate plan is not something reserved for only the “ultra-weal ...
This article was contributed by Ross Allen, Associate Wealth Advisor, CFP®, EA, ATFA. Politics aside, the Inflation Reduction Act (IRA) introduces several new and expanded tax credits designed ...
Throughout my career, I’ve found that 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 ...
This article was contributed by Ross Allen, Associate Wealth Advisor. “Where do you see yourself in five years?” Chances are, you have been asked this at least once during a job in ...
This article is contributed by Davis Byrd, Financial Planning Associate. Are we in a recession? What technically is a recession? These two questions have gripped economists, academics, and po ...
One of the most interesting things about the financial services industry is that we get to interact with a diverse group of individuals. That might be the case with many businesses, but here at Pathfi ...
This article was authored by Ross Allen, CFP®, EA, ATFA, Financial Planning Associate at Pathfinder. It is the height of summer in the Cape Fear region and maybe the mere mention of “taxe ...
This article was contributed by Davis Byrd, Financial Planning Associate. Research suggests that the average adult makes about 35,000 decisions each day. From the moment you wake up, your brain is ...
For this article I wanted to take a break from talking about recessions, inflation, and market volatility, in favor of a more encouraging topic: planning for the financial well-being of the ...
Yes, a recession is coming. I can say with (almost) certainty that a recession is coming. But do I know when, how long, or how bad it will be? No. Here’s my point: recessions and market ...
Recent readings have put the topic of inflation in the spotlight in a large way, attracting the attention of economists, investment managers, and the average investor. In its simplest fo ...
Whiskey Branch To Grow With Next Phase Of Townhomes, Apartments
Emma Dill
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Nov 29, 2023
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Wilmington Real Estate Firm Drops Coldwell Banker Commercial Brand
Staff Reports
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Dec 1, 2023
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WMPO Bridge Vote In January Could Take A Toll
Audrey Elsberry
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Nov 30, 2023
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Employers Engineer Local Group To Boost Tech Workforce
Audrey Elsberry
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Nov 29, 2023
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NCino Reports ‘solid’ Third Quarter Results
Jenny Callison
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Nov 30, 2023
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Wilmington Health’s providers have a track record of working with UNCW athletic trainers, including students in the master’s athletic traini...
The Roth-only catch-up provision for higher earners was supposed to take effect in 2024, but lawmakers realized that many workplace retireme...
Businesses involving pickle ball, teaching horses and improve are capitalizing on demand for corporate team building....
The 2023 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.