Financial Planning Archives | Page 2 of 3 | Pathfinder Wealth Consulting (formerly Keystone Financial Partners)

10 Dec

Financial Planning After a Divorce: What Women Should Know

December 6, 2021
By Karen Brock, CFP®

The truth is, after a divorce, women tend to be hit harder financially than men. And, given that women experienced the highest rates of job losses in ...

26 Nov

Financial Planning

Charitable Gifting Strategies for the Season of Giving

March 22, 2022
By Alexander Greer, CFP®

For many, the holidays are a time for giving back—whether by donating to a favorite charity or helping out a family member. Before you make a donation...

05 Nov

Financial Planning

5 Positive Financial Habits to Adopt Today

November 19, 2021
By Stephen Neubig

Like most people, you probably have a vivid, exciting picture of what your ideal retirement will look like. Maybe it's spending time with family at a ...

29 Oct

Financial Planning

Medicaid Planning and Special Needs Trusts

November 19, 2021
By Christopher Walsh, CFP®

A special needs trust, also known as a supplemental needs trust, is established to provide a source of financial support to a beneficiary with a disab...

24 Sep

Financial Planning

What Is Inflation—And Why Is Everyone Talking About It?

November 19, 2021
By Christopher Walsh, CFP®

Climbing commodity prices, ambitious government spending packages due to the COVID-19 pandemic and the subsequent economic crash have resurrected a lo...

03 Sep

Financial Planning

Why, What, and When to Shred Documents?

November 19, 2021
By Alexander Greer, CFP®

Sometimes, to avoid clutter at home or work, we create piles of mail or documents, hoping to organize them later. Even worse, to get a handle on clean...

23 Jul

Financial Planning

Considerations When Making Gifts to Children

November 19, 2021
By Alexander Greer, CFP®

If you make significant gifts to your children or someone else's children (perhaps a grandchild, a nephew, or a niece), or if someone else makes gifts...

02 Jul

Financial Planning

Financial Conversation Tips for Couples

November 19, 2021
By Karen Brock, CFP®

Communication about money is often fraught for couples, and bringing the topic up with your partner can be challenging. But discussing financial conce...

25 Jun

Financial Planning

Automated Investing vs. Human Guidance

November 19, 2021
By Jim Trull, AIF®, CFP®

When you’re looking for help managing your investment portfolio, you have a decision to make: Should you work with a financial advisor or a robo-advis...

12 Feb

Financial Planning

Helpful Retirement Strategies for Women

November 19, 2021
By Karen Brock, CFP®

Preparing for retirement can look slightly different for women than it does for men. Although stereotypes are changing, women are still more likely to...

Financial Planning

Will my assets continue to be held through Commonwealth Financial Network at National Financial Services?

Will my investments change?