Articles

What You Need to Know About the Social Security Fairness Act

Social Security Benefit Changes Effective January 2024, the Social Security Fairness Act (H.R. 82) repealed the Windfall Elimination...

What You Need to Know About SECURE 2.0 in 2024 and Its Effect on Retirement Plans

The SECURE Acts of 2019 and 2022 are the most impactful pieces of legislation to hit the retirement industry in some time. The acts...

The IRS is Shifting Focus

On September 8th, the IRS announced that it will be increasing its focus on the wealthy and away from working-class families. Depending on...

Finding Success in Succession Planning

At Pathfinder Wealth Consulting, we help many business owners and executives transition into retirement; but retirement looks different for...

Did 2020 Count? How to Keep Your Score in 2021

Most people are excited to see 2020 in the rearview mirror; we have experienced trials and tribulations that we never would have imagined...

What’s Up Must Come Down?

I’m starting to have a repetitive dialogue in my client meetings and thought I would share some insight.  The comments vary but the...

Homeownership And Retirement Planning Part 2

You just sold your house. You have downsized your furniture and belongings to the perfect, functional amount. You no longer have to worry...

Homeownership & Retirement Planning Part 1

The American dream has often revolved around owning a home: a place to plant roots and build a future.  While homeownership is a huge...