News Pathfinder in the News

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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: Giving Credit Where Credit is Due: Tax Provisions in the Inflation Reduction Act

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.

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Pathfinder Article: Seven Financial Myths

One of the biggest obstacles that prevents someone from getting involved in their finances is the surplus of information that surrounds the complex world of finance and investing. Too much information can lead to “analysis paralysis,” where there are so many choices that it prevents you from taking action. When it comes down to it, everyone’s financial situation is different and the decisions you make should be based on your entire picture and not based on a rule of thumb. Read more for the seven myths that we commonly see when talking to folks about their finances.

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Pathfinder Article: Don’t Leave Your Money Behind: What to Do with Retirement Savings When Changing Employers

In today’s society, people are spending less time than ever at one employer, which means there are more decisions to be made about what to do with a retirement account due to a change in employers, and ultimately retirement.

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Pathfinder Article: Is This a Recession?

Are we in a recession? What technically is a recession? These two questions have gripped economists, academics, and politicians alike recently, leaving many investors to draw their own conclusions, feeling like a deer in the headlights.

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Pathfinder Blog: Ross Allen Promoted to Associate Wealth Advisor

Pathfinder Wealth Consulting is pleased to announce the promotion of Ross Allen, CFP®, EA, ATFA to Associate Wealth Advisor at the firm.

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Pathfinder Article: Why Investing and Politics Don’t Mix

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.

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Pathfinder Article: Avoiding Ca-TAX-trophies

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.

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Pathfinder Article: Behavioral Bias: How Your Feelings Could Harm Your Finances

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.

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