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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
Category: Business Owners
Business Owners: Do You Sponsor a Retirement Plan For Your Business? These Are Things You Should Know Going Into 2025
Business Owners
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General
September 6, 2024
John Zachary
As we approach 2025, there are several changes that must go into effect for employer-sponsored retirement plans, such as 401(k)s or...
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9 Strategic Tax Planning Moves for Business Owners
Business Owners
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General
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Taxes
March 15, 2024
Chris Walsh
As a business owner, navigating the complex landscape of tax regulations is critical for optimizing your financial outcomes, but can...
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Finding Success in Succession Planning
Business Owners
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General
April 20, 2022
Jason Wheeler
At Pathfinder Wealth Consulting, we help many business owners and executives transition into retirement; but retirement looks different for...
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The Entrepreneur Retiree: A New Trend
Business Owners
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Employment
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General
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Retirement Lifestyle
June 7, 2017
Jason Wheeler
Is this you? You’ve worked hard your entire career and have enough financial security to retire. You have a skill set you’d...
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