ADD ANYTHING HERE OR JUST REMOVE IT…
Facebook Twitter Email linkedin
Facebook Twitter Email linkedin
Pathfinder Wealth Consulting (formerly Keystone Financial Partners) Pathfinder Wealth Consulting (formerly Keystone Financial Partners)
  • Account Access
Menu
Pathfinder Wealth Consulting (formerly Keystone Financial Partners) Pathfinder Wealth Consulting (formerly Keystone Financial Partners)

Financial Planning

Home » Archive by Category "Financial Planning" (Page 2)
10 Dec
Financial Planning

Financial Planning After a Divorce: What Women Should Know

  • December 6, 2021
  • By author-avatar Karen Brock, CFP®
Facebook Twitter Email linkedin
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 ...

Continue reading

26 Nov
Financial Planning

Charitable Gifting Strategies for the Season of Giving

  • March 22, 2022
  • By author-avatar Alexander Greer, CFP®
Facebook Twitter Email linkedin
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...

Continue reading

05 Nov
Financial Planning

5 Positive Financial Habits to Adopt Today

  • November 19, 2021
  • By author-avatar Stephen Neubig
Facebook Twitter Email linkedin
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 ...

Continue reading

29 Oct
Financial Planning

Medicaid Planning and Special Needs Trusts

  • November 19, 2021
  • By author-avatar Christopher Walsh, CFP®
Facebook Twitter Email linkedin
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...

Continue reading

24 Sep
Financial Planning

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

  • November 19, 2021
  • By author-avatar Christopher Walsh, CFP®
Facebook Twitter Email linkedin
Climbing commodity prices, ambitious government spending packages due to the COVID-19 pandemic and the subsequent economic crash have resurrected a lo...

Continue reading

03 Sep
Financial Planning

Why, What, and When to Shred Documents?

  • November 19, 2021
  • By author-avatar Alexander Greer, CFP®
Facebook Twitter Email linkedin
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...

Continue reading

23 Jul
Financial Planning

Considerations When Making Gifts to Children

  • November 19, 2021
  • By author-avatar Alexander Greer, CFP®
Facebook Twitter Email linkedin
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...

Continue reading

02 Jul
Financial Planning

Financial Conversation Tips for Couples

  • November 19, 2021
  • By author-avatar Karen Brock, CFP®
Facebook Twitter Email linkedin
Communication about money is often fraught for couples, and bringing the topic up with your partner can be challenging. But discussing financial conce...

Continue reading

25 Jun
Financial Planning

Automated Investing vs. Human Guidance

  • November 19, 2021
  • By author-avatar Jim Trull, AIF®, CFP®
Facebook Twitter Email linkedin
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...

Continue reading

Helpful Retirement Strategies for Women
12 Feb
Financial Planning

Helpful Retirement Strategies for Women

  • November 19, 2021
  • By author-avatar Karen Brock, CFP®
Facebook Twitter Email linkedin
Preparing for retirement can look slightly different for women than it does for men. Although stereotypes are changing, women are still more likely to...

Continue reading

123
close
Find Something of Interest
Recent Articles
  • What You Need to Know About SECURE 2.0 January 11, 2023
  • Market Thoughts for October 2022 October 5, 2022
  • Understanding Donor-Advised Funds September 30, 2022
Search by Category
  • Beneficiary Planning (5)
  • Company News (8)
  • Economic News (22)
  • Education Planning (5)
  • Estate Planning (3)
  • Financial Planning (26)
  • Investments (17)
  • Personal Finance (23)
  • Retirement Planning (15)
  • Tax Planning (7)

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

All accounts will continue to be held through Commonwealth Financial Network at National Financial Services.

Will my investments change?

All of your investment accounts will remain the same with continued support from our team.

Pathfinder_Icon_white

121 Edinburgh South, Suite 208
Cary, NC 27511

Office: 919-463-0018
Toll-Free: 844-685-3550
Fax: 919-463-0064

FORM CRS

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Advisor.

  • Account Access
Sidebar Scroll To Top