News Pathfinder in the News

One of the most interesting things about the financial services industry is that we get to interact with a diverse group of individuals and we often get into the intimate details of their values, beliefs, and perspectives on money. In many cases, someone’s political views will come out during this process.

It is the height of summer in the Cape Fear region and maybe the mere mention of “taxes” has you wanting to bury your head in a sandcastle. Tax “season” means different things to different people and tends to be one of those subjects that most people would rather not talk about after April 15th; but tax management is a year-long, life-long consideration. Unfortunately, many of us don’t realize this truth until we’re faced with an unexpected tax bill.

For a typical investor, navigating the obstacle-course of information when choosing to buy or sell an investment can be potentially overwhelming, triggering shortcuts and biases that lead to irrational decisions and harmful financial errors. At Pathfinder, we want to make sure our clients can ride through periods of volatility without having to make untimely shifts based on emotion.

The school year has ended in New Hanover County and many recent high school graduates are getting excited about their fall plans, whether it’s attending a university, community college, or trade school. There are a lot of factors that go into planning for college, from finding the best cultural fit for you/your student to figuring out how to pay for it all. This article focuses on the financial aspects of planning.

Yes, a recession is coming. I can say with (almost) certainty that a recession is coming. But do I know when, how long, or how bad it will be? No.

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 2022, the fourth year in a row.

At Pathfinder Wealth Consulting, we help many business owners and executives transition into retirement; but retirement looks different for everyone, and many people would rather not “retire,” instead shifting to less hours, different duties, and more meaningful activities. To have these options, we look for success in succession planning.