The Cycle of Financial Planning


The very word may give you pause, and the idea of a sustained decline in economic activity may have you ripping holes in your mattress to store cash for safe keeping.  A recession can be scary; however, it is a natural part of the economy, and may be a lot less uncomfortable when you have a solid financial plan in place.

Financial Self-Care

This article was originally published in WILMA Magazine, the audience being Wilmington's successful woman.

What’s your number one stressor?  Most of Americans would say “money,” outweighing personal relationships and work combined.  Conversely, studies show that women’s greatest source of confidence in the future comes from taking positive action and using their money for their financial goals. Self-care is not just about treating yourself now, but also in the future. Financial self-care can help you get organized and gain momentum for your goals.   


The Setting Every Community Up for Retirement Enhancement (SECURE) Act

On December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, encompassing many aspects of financial planning and retirement saving. Once treasury regulations are released, nuances in interpreting this new law will become clearer. Until then, individuals are left to interpret the law’s effects based on the language of the law itself. This article will address what the SECURE Act entails and who it affects, as well as provide suggestions on how to plan for the changes that have been instituted.

Life Expectancy on the Rise; are you Prepared?

This is the first post in a two-part series on the impact increased life expectancy can have on your retirement. Part II, published next month will focus on strategies to lower the risk of longevity.

Where to Live in Retirement - Part 2: Buying Versus Renting

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

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

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

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

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

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.