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
Financial scams are an ever-present threat, and the scammers are only getting more skilled, evolving their tactics to take advantage of even more unsuspecting victims. In addition, many of these scams ...
This article discusses a few strategies for managing the tax implications of Required Minimum Distributions and minimizing one’s total lifetime tax paid. For many Americans, 401(k)s, 40 ...
As we approach 2025, there are several changes that must go into effect for employer-sponsored retirement plans, such as 401(k)s or 403(b)s. These changes originated from SECURE Act 1.0, signed into l ...
This article was contributed by Chad Slate. Retirement is a life-changing event that requires careful planning and preparation. While many people focus on saving enough money for their golden years ...
This article was contributed by Chris Walsh. Planning for retirement is a crucial aspect of financial well-being, and one key component of this preparation is managing your 401(k) effectively. As y ...
This article was contributed by Karen Brock, CFP®. As Benjamin Franklin once said, ‘nothing can be said to be certain, except death and taxes’. Retirement accounts, such as IR ...
The SECURE Acts of 2019 and 2022 have had a significant impact on the retirement industry. These acts have brought about various changes, some of which are required and others that are optional, and t ...
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 ...
Avelo To Offer Nonstop Flight To Miami At ILM
Staff Reports
-
Apr 15, 2025
|
|
CAP3 Promotes Shannon Short To Chief Operating Officer
Staff Reports
-
Apr 15, 2025
|
|
Downtown Building Changes Hands For $2.25M
Emma Dill
-
Apr 16, 2025
|
|
Four County EMC Honors Retirement Of East Pender District Director
Staff Reports
-
Apr 15, 2025
|
|
Weldon Joins Eldercare And AssistedCare At Home
Staff Reports
-
Apr 15, 2025
|
Super Lawyers is a rating service of lawyers across the nation. Peer nominations and evaluations along with third-party research are used to...
Since being elected, he said, he has been working to address three main priorities: domestic violence and homicide; the drug epidemic spanni...
Just for residential construction, the U.S. spends $11.2 billion on imports, a national economist told the audience of real estate industry...
The 2024 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.