Personal Finance Archives | Pathfinder Wealth Consulting (formerly Keystone Financial Partners)

01 Sep

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

June 14, 2022
By Alexander Greer, CFP®

Employers choose to offer nonqualified plans—among them, split-dollar, executive bonus, stock incentive, and deferred compensation—for a variety of re...

04 Aug

Personal Finance

Women and Asset Protection: How Insurance Can Help

June 13, 2022
By Karen Brock, CFP®

Women are successful professionals, business owners, and knowledgeable investors. At some point in their lives, women may have to manage their own fin...

16 Jun

Personal Finance

Tips to Help Smooth Your Job Transition

May 18, 2022
By Alexander Greer, CFP®

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...

07 Jan

Personal Finance

Emergency Funds: Preparing for the Unexpected

January 6, 2022
By Stephen Neubig

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 ...

30 Dec

Personal Finance

Prioritizing Your Financial Health in the New Year

December 8, 2021
By Alexander Greer, CFP®

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...

17 Dec

Personal Finance

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

December 8, 2021
By Alexander Greer, CFP®

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...

03 Dec

Personal Finance

Tips for Avoiding Common Holiday Cyber Scams

November 23, 2021
By Alyssa Hanzl

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...

06 Aug

Personal Finance

Is It Time to Cut Cable?

November 19, 2021
By Stephen Neubig

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 ...

04 Jun

Personal Finance

Breaking Down IRAs

November 19, 2021
By Christopher Walsh, CFP®

Breaking down IRAs can be daunting. Keystone Financial Partners is here to help. Individual retirement accounts (IRAs) are a type of tax-advantaged ac...

16 Apr

Personal Finance

The Importance of Investing in Financial Literacy

November 19, 2021
By Karen Brock, CFP®

In 2004, Congress designated April as Financial Literacy Month to highlight the importance of financial literacy for all Americans, especially young a...

Personal Finance

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

Will my investments change?