Where to Live in Retirement - Part 2: Buying Versus Renting
Posted by John Zachary on Mon, 09/16/2019 - 10:37
This is the second post in a two-part series on the considerations of where to live through your retirement years.
For part II of this series, I wanted to address a common misconception that we have as Americans. In order to fulfill the “American Dream,” you must be a property owner.
It’s true that real estate can be an effective way to build equity, but it is worth considering…is owning property in retirement right for you?
The Path Newsletter
Posted by Katie Henderson on Thu, 08/22/2019 - 13:38
Your team at Pathfinder Wealth Consulting welcomes you to the third issue of The Path, a quarterly newsletter with a focus on the more personal side of the firm.
Where to Live in Retirement - Part I: Considerations
Posted by John Zachary on Fri, 08/09/2019 - 10:19
During our working careers we are often tied to one location. Although there is a growing trend for remote positions, many of us are forced to go where employment leads us. If you have children, settling in one place becomes more of a priority for schooling purposes. However, once you’ve retired and the kids have moved on, you are free to roam!
Creating Meaningful Activities in Retirement
Posted by Katie Henderson on Thu, 07/25/2019 - 15:38
You find yourself wondering what you are going to with your newfound freedom from the 9-5 grind. In most situations, your career has been the staple of your life for over four decades. You are stumped. What are you going to do all day?
Your Retirement by Design
Posted by Jason Wheeler on Mon, 04/01/2019 - 13:51
A financial plan is critical to creating a sense of retirement readiness due to the sense of security it brings. Read more about our two upcoming events that will help you prepare to Navigate the Path to Retirement.
Take Your First Steps Toward Financial Independence
Posted by Katie Henderson on Tue, 03/05/2019 - 14:10
This article first appeared in the November and January editions of WILMA Magazine.
Whether it is related to health or wealth, everyone deserves a support system to help them chase their dreams. At Pathfinder Wealth Consulting, we will be your coach, mentor, and cheerleader as you put in the work to achieve your financial goals.
2019 Investment Outlook Presentation Video is Live!
Posted by Katie Henderson on Fri, 02/22/2019 - 15:48
Whether you were unable to attend our 2019 Invesment Outlook event, or you would like a refresher on the content presented, we invite you to check out our the video recording from the presentation on our YouTube page. The video was formatted to include all of the slides from the presentation, and is packed full of information. Check it out and share it with your friends. The presentation can be found here.
Stay in the Know About Family Finances
Posted by John Zachary on Mon, 02/04/2019 - 13:32
This article first appeared in the October 2018 issue of WILMA Magazine.
Statistics show that women will outlive their male counterparts, and it is imperative that all members of a family understand financial basics and are comfortable making decisions on their own.
Retire with “Style”
Posted by Katie Henderson on Wed, 01/02/2019 - 12:02
This article first appeared in the September 2018 edition of WILMA Magazine.
While most people develop their own distinct fashion style, it is equally important to have a vision for your retirement “style.” What's yours?
Delayed Gratification is the Key to Financial Success
Posted by Katie Henderson on Thu, 12/13/2018 - 14:49
This article first appeared in the December 2018 edition of WILMA Magazine.