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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
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Get Started
Client Access
Articles
Category: Financial Planning
Trump Account Update: What Parents Need to Know in 2026
Financial Planning
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General
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Kids and Money
May 27, 2026
Alex Greer
Last year, the government announced a new investment vehicle for children, commonly referred to as “Trump Accounts.” Families...
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How to Choose Between Buying and Leasing a Car
Budget
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Financial Decisions
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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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College Savings : Getting on the Right Path
529 Plans
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Financial Planning
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General
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Kids and Money
July 10, 2025
Tyler Zieker
A frequent goal among parents, and one of the greatest gifts a parent can give a child, is the ability to earn a college degree and walk...
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Navigating the Road to Retirement: The Indispensable Benefits of a Well-Crafted Financial Plan
Financial Planning
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General
March 28, 2024
Chris Walsh
As you approach the golden years of retirement, the significance of financial stability takes center stage in ensuring a comfortable and...
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Sequence Risk: The Dangers of a Disorderly Retirement
Financial Planning
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General
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Retirement Planning
September 2, 2021
Davis Byrd
Imagine two people washing their hands. Not a particularly difficult visual in today’s environment, is it? The first person applies soap,...
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Olympic Moments in Life
Financial Planning
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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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Generating Passive Income
Financial Planning
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General
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Investing
July 28, 2020
John Zachary
I get asked a lot of questions about generating passive income. The idea folks envision is that if they can generate enough passive income...
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On the Path to Retirement, Do You Have a Plan?
Financial Planning
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General
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Retirement Planning
May 19, 2020
Pathfinder Wealth Consulting
Do you plan to travel in retirement or have a bucket list purchase you have always dreamed of? Perhaps you intend to spend more time with...
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