Blog

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.

2019 Investment Outlook Presentation Video is Live!

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

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”

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

This article first appeared in the December 2018 edition of WILMA Magazine.

Homeownership + Retirement Planning, Article 2

This is the second article in a two-part series on the impact homeownership may have on retirement planning. This article was originally published in the August 2018 edition of WILMA Magazine.

You just sold your house. You have downsized your furniture and belongings to the perfect, functional amount. You no longer have to worry about lawn maintenance or cleaning a multi-floor home. You have free time to visit family and friends and focus on activities that revitalize your soul.  Your life has less financial responsibility and more flexibility.  Sounds pretty great right? 

Homeownership & Retirement Planning, Article 1

This is the first post in a two-part series on the impact homeownership may have on your retirement planning. This article was originally published in the July 2018 edition of WILMA Magazine.

The American dream has often revolved around owning a home: a place to plant roots and build a future.  While homeownership is a huge source of pride and stability for many individuals, most people fail to understand the impact of homeownership in their retirement.