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What We Do
Financial Planning
Business Planning
Investment Planning
Life Transitions
Who We Serve
Path to Retirement
Retirees
Business Owners
Women & Wealth
Next Generation
Get to Know Us
Our Team
Our Community Impact
Careers
Resources
Articles & Resources
News and Press
Events
Webinars
Videos
Get Started
Client Access
Articles
Author:
Pathfinder Wealth Consulting
How To Talk To Your Kids About Inheritance
Estate Planning
|
Financial Decisions
|
Kids and Money
|
Money and Relationships
April 14, 2026
Pathfinder Wealth Consulting
For many parents, inheritance is an important topic they fully intend to address—just not today. Concerns about discomfort, family...
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How to Choose Between Buying and Leasing a Car
Budget
|
Financial Decisions
|
Financial Planning
March 31, 2026
Pathfinder Wealth Consulting
For anyone in the market for a vehicle, one of the most important financial decisions to make is deciding between buying and leasing a car....
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Why Artificial Intelligence Can’t Replace Your Financial Advisor
AI
|
Technology and Finance
July 22, 2025
Pathfinder Wealth Consulting
In today’s digital age, artificial intelligence (AI) has transformed how we shop, communicate, and manage our finances. From budgeting...
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The Importance of Financial Literacy for Kids
Financial Literacy
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General
|
Kids and Money
April 11, 2025
Pathfinder Wealth Consulting
Teaching financial literacy for kids isn’t just practical—it’s about giving them the tools to handle life’s challenges. Early...
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Navigating the Financial Side of Divorce
General
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Money and Relationships
April 1, 2025
Pathfinder Wealth Consulting
Divorce is one of life’s most challenging transitions—emotionally and financially. After years of building a shared financial...
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Free Tax Prep Resources in North Carolina
General
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Taxes
February 18, 2025
Pathfinder Wealth Consulting
If you live in North Carolina and need help preparing your taxes, you’ve come to the right place. Tax filing season can be stressful, and...
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Olympic Moments in Life
Financial Planning
|
General
July 2, 2021
Pathfinder Wealth Consulting
At the time of this writing, the Olympic Trials are in full swing, and in a couple of weeks, the 2020 Summer Olympics will be broadcasting...
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Impact Investing: Aligning Your Investments with Your Heart
General
|
Investing
May 3, 2021
Pathfinder Wealth Consulting
At Pathfinder Wealth Consulting, we counsel our clients that money is not an end in itself but is instead a means to achieve goals and to...
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