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Pathfinder Wealth Consulting (formerly Keystone Financial Partners) Pathfinder Wealth Consulting (formerly Keystone Financial Partners)

Personal Finance

Home » Archive by Category "Personal Finance"
01 Sep
Personal Finance

Overview of Nonqualified Deferred Compensation Plans (For-Profit Company)

  • June 14, 2022
  • By author-avatar Alexander Greer, CFP®
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Employers choose to offer nonqualified plans—among them, split-dollar, executive bonus, stock incentive, and deferred compensation—for a variety of re...

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04 Aug
Personal Finance

Women and Asset Protection: How Insurance Can Help

  • June 13, 2022
  • By author-avatar Karen Brock, CFP®
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Women are successful professionals, business owners, and knowledgeable investors. At some point in their lives, women may have to manage their own fin...

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16 Jun
Personal Finance

Tips to Help Smooth Your Job Transition

  • May 18, 2022
  • By author-avatar Alexander Greer, CFP®
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Starting a new job can be an exciting and rewarding time. As you prepare to leave one position and begin a new one, use the tips below to help make th...

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07 Jan
Personal Finance

Emergency Funds: Preparing for the Unexpected

  • January 6, 2022
  • By author-avatar Stephen Neubig
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Many people don’t understand the importance of establishing and maintaining an emergency fund until it’s too late. Are you financially prepared for a ...

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30 Dec
Personal Finance

Prioritizing Your Financial Health in the New Year

  • December 8, 2021
  • By author-avatar Alexander Greer, CFP®
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It’s that time of year when many people set goals with the hope of changing their lives in the months to come. Prioritize your financial health this n...

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17 Dec
Personal Finance

The ABCs of Finance: Tips and Tools for Raising a Smart Investor

  • December 8, 2021
  • By author-avatar Alexander Greer, CFP®
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The sooner the better: it’s a saying that applies to many facets of life, including educating children about money. By introducing sound financial hab...

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03 Dec
Personal Finance

Tips for Avoiding Common Holiday Cyber Scams

  • November 23, 2021
  • By author-avatar Alyssa Hanzl
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For many of us, the holiday season is a wonderful time of year. But, unfortunately, it can be especially profitable for cybercriminals. Because of the...

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06 Aug
Personal Finance

Is It Time to Cut Cable?

  • November 19, 2021
  • By author-avatar Stephen Neubig
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An explosion in the number and variety of streaming services, coupled with more time spent at home in the last year, might have you wondering whether ...

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04 Jun
Personal Finance

Breaking Down IRAs

  • November 19, 2021
  • By author-avatar Christopher Walsh, CFP®
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Breaking down IRAs can be daunting. Keystone Financial Partners is here to help. Individual retirement accounts (IRAs) are a type of tax-advantaged ac...

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The Importance of Investing in Financial Literacy
16 Apr
Personal Finance

The Importance of Investing in Financial Literacy

  • November 19, 2021
  • By author-avatar Karen Brock, CFP®
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In 2004, Congress designated April as Financial Literacy Month to highlight the importance of financial literacy for all Americans, especially young a...

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