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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: Back to the Basics: Roth Conversions

Most working Americans know the two most common retirement account types (Traditional IRAs and Roth IRAs) and the differences in the two; however, there are financial planning strategies that allow individuals to bypass Roth limits and build up after-tax assets, such as Roth IRA Conversions (Roth Conversions). This Back to Basics article explains the benefits and rules of Roth conversions, as well as provides real-world examples.

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Pathfinder Article: Your Bias is Showing: Identifying and Avoiding Common Investor Mistakes

The past few years have been anything been ordinary, and as a result, we have been experiencing unsettling times in the financial markets and the economy in general. While many of the challenges we have faced recently have been unprecedented in our lifetimes, how many people have reacted to these conditions follows common mistakes inherent in human personalities. In this article, we will explore some of the most common behavioral finance missteps that financial professionals face, in good and bad markets.

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Pathfinder Blog: Pathfinder Wealth Consulting Welcomes Lauren Murphy

We are pleased to announce the recent hiring of Lauren Murphy as the Administrative & Marketing Assistant in the Cary office.

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Pathfinder Article: Get the Most “Bang” for your Equity Compensation “Buck”

Equity compensation is an employee perk that gives you an ownership stake in the company where you work, therefore providing the opportunity for employees to hit a financial “home run” as their company grows. However, this form of compensation comes with a unique set of risks beyond that of a traditional salary. This article defines two common types of equity compensation and discusses how individuals can leverage them as an effective wealth-building tool.

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Pathfinder Blog: Pathfinder CEO Jason Wheeler Honored in 2023 Forbes’ Best-in-State Wealth Advisors List

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.

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Pathfinder Article: The Ins and Outs of HSAs

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.

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Pathfinder Article: The Forefront of Innovation: ChatGPT through an Investment Lens

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

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Pathfinder Article: An Estate Planning Checklist for Everyone

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.

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