Retirement Planning Archives | Pathfinder Wealth Consulting (formerly Keystone Financial Partners)

25 Aug

Family Business Transition Guide

June 14, 2022
By Christopher Walsh, CFP®

As you prepare for the family business succession/transition process, it’s important to address the underlying issues at play before you calculate you...

11 Aug

Retirement Planning

A Woman’s Guide to Health Care in Retirement

June 14, 2022
By Karen Brock, CFP®

At any age, health care is a priority. But when you retire, you should probably focus more on health care than ever before. That's why it's particular...

20 Apr

Retirement Planning

Avoiding Common Errors Surrounding RMDs

April 6, 2022
By Karen Brock, CFP®

Many investors often fail to think about required minimum distributions (RMDs) for their retirement accounts. That oversight can lead to unnecessary t...

18 Mar

Retirement Planning

Understanding the Medicare Tax for High Earners

March 7, 2022
By Christopher Walsh, CFP®

The Federal Insurance Contributions Act (FICA) applies a social security tax and Medicare tax to earned income. The Medicare portion of the FICA tax i...

28 Jan

Retirement Planning

Unsure When to Claim Social Security?

January 24, 2022
By Alexander Greer, CFP®

Social security benefits make up a significant portion of retirement income for many Americans. When it comes to how much you will receive, you may be...

22 Oct

Retirement Planning

Choices for Your 401(k) at a Former Employer

November 19, 2021
By Alexander Greer, CFP®

One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401...

15 Oct

Retirement Planning

Eight Mistakes That Can Upend Your Retirement

November 19, 2021
By Alexander Greer, CFP®

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer c...

01 Oct

Retirement Planning

Is Social Security Running Out of Money?

November 19, 2021
By Christopher Walsh, CFP®

Posted by David Haughton, JD Brad McMilian here. One of the key pieces of news to hit my desk this week was that the social security trust fund was p...

20 Aug

Retirement Planning

How Well Do You Understand Retirement Plan Rules?

November 19, 2021
By Karen Brock, CFP®

Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be quite complicated. Take the following quiz to see how w...

21 May

Retirement Planning

Living Trust 101

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

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and ob...

Retirement Planning

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

Will my investments change?