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Read the latest news and updates from our team and media mentions within the industry. At Pathfinder, we make it easy to catch up on what matters to you and how we are making a difference and impacting the lives of our clients.

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Pathfinder Article: Business Owners: Do You Sponsor a Retirement Plan For Your Business? These Are Things You Should Know Going Into 2025

As we approach 2025, several changes will impact employer-sponsored retirement plans like 401(k)s and 403(b)s. These updates stem from SECURE Act 1.0, enacted in December 2019, and SECURE Act 2.0, which became law in late 2022. The Acts introduce various new provisions that will roll out over the coming years. It’s essential for business owners to understand these changes and communicate them effectively to employees to ensure compliance, optimize plan offerings, and keep the plan up to date.

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Pathfinder Article: Do You Know How Much You Can Spend in Retirement?

Retirement is a major life shift that needs thorough planning. While saving up for your golden years is key, don’t forget about income planning. A strong income strategy can turn your retirement into a comfortable experience instead of one with financial stress.

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Pathfinder Article: Roth IRA for Kids

A Roth IRA for a minor child is a retirement account established by parents or guardians, where the account is in the child’s name but managed by the parent. This custodial Roth IRA follows the same regulations as a standard Roth IRA. This account allows for early retirement savings and offers significant potential benefits from long-term, tax-free growth over many decades.

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Pathfinder Article: Maximizing Your Retirement: The Top 3 Reasons to Rollover Your 401(k)

One key component in preparing for retirement is preparation on managing your 401(k). A strategic move to consider on this path is rolling over your 401(k), as it can offer several benefits. This article explores the top three reasons why a rollover might enhance your financial well-being in retirement planning.

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Pathfinder Article: Risk Tolerance vs Risk Capacity

Recognizing the contrast between risk tolerance and risk capacity is vital for investors maneuvering through the financial markets. Although they both deal with risk, they focus on distinct facets of an investor’s financial makeup. Learn more here about risk tolerance vs risk capacity.

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Pathfinder Article: Qualified Distributions to Charity

You may have heard of using your Required Minimum Distribution (RMD) for charitable donations and wondered, what is the benefit?  Wouldn’t it be the same to just take my RMD and make my charitable donations separately?  You might be surprised by the answer. This article will explain Qualified Distributions to Charity (QCD) and the unique planning opportunities they offer.

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Pathfinder Article: Required Minimum Distributions

In navigating the intricacies of retirement planning, understanding RMDs is paramount. A Required Minimum Distribution (RMD) is a mandatory withdrawal that the IRS requires from your tax-deferred retirement accounts. Learn more in this article by Karen Brock.

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Pathfinder Article: The Historical Impact of US Presidential Elections on the US Stock Market

The intersection of politics and economics is always complex, usually polarizing, and at times distressing to navigate. Over the decades, a prevailing notion has emerged that presidential elections exert a significant influence on the stock market, with outcomes triggering shifts in investor sentiment and market performance. This article delves into the historical relationship between US presidential elections and the stock market, exploring the patterns, myths, and realities that have shaped this complex interaction.

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