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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 Blog: Pathfinder Wealth Consulting Welcomes Chad Slate

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

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Pathfinder Article: It’s Here: What You Need to Know About SECURE 2.0

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.

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Pathfinder Blog: Pathfinder Wealth Consulting Welcomes Pantelis Miliotis

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

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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 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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