News Pathfinder in the News

Pathfinder Wealth Consulting is honored to announce that our CEO, Jason T. Wheeler, CFP®, AIF®, CLU®, ChFC®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2023, the fifth year in a row.

Health Savings Accounts (HSAs) have become increasingly popular due to the tremendous flexibility to pay for medical expenses, now and in retirement. This article introduces some of the basics of HSAs, including the potentials benefits for your long-term financial plan.

This article explores what ChatGPT is, why it matters, and what it means for investors looking to incorporate artificial intelligence into their portfolio.

There are many considerations when designing an estate plan that would meet your legacy goals and provide peace of mind to you and your family. In this article we share an estate planning checklist that covers the basics for everyone.

Pathfinder Wealth Consulting is pleased to announce the recent hiring of Chad Slate, AIF®, for the position of Associate Wealth Advisor at Pathfinder Wealth Consulting.

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0 measure (a.k.a. the Securing a Strong Retirement Act 2.0). Broadly, SECURE 2.0 is intended to make retirement saving more straightforward and accessible to a wider range of people. This article presents a summary of some of the relevant provisions of SECURE 2.0.

Pathfinder Wealth Consulting is pleased to announce the recent hiring of Pantelis Miliotis, CFP®, for the position of Associate Wealth Advisor at Pathfinder Wealth Consulting.

Politics aside, the Inflation Reduction Act (IRA) introduces several new and expanded tax credits designed to help Americans shoulder the cost of certain home improvements, vehicle purchases, and healthcare costs. This article outlines the major provisions of the new regulation.