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
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 ...
Conservation Group Signs $8M Deal To Buy The Point On Topsail Island
Audrey Elsberry
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Mar 26, 2024
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Rezoning Could Bring 123 Townhomes To Growing Leland Corridor
Emma Dill
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Mar 25, 2024
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N.C. Ports Officials React To Baltimore Bridge Collapse
Audrey Elsberry
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Mar 26, 2024
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Engineering Firm Hires Four Employees
Staff Reports
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Mar 26, 2024
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National Organization Bestows Top Award On Cape Fear Professional Women In Building
Staff Reports
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Mar 26, 2024
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A shortage of cybersecurity professionals influenced professor Ulku Clark and her team to slowly evolve UNCW’s offerings to now include eigh...
The planning for Pender Commerce Park began in the early 2000s when the county wanted to create an economic driver on its largely rural west...
As John Willse and Beth Guertin, owners of Wilmington Wine bottle shop and now the recently opened Creative Tastings restaurant on Castle St...
The 2024 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.