Jason is a wealth advisor and founding partner of Pathfinder Wealth Consulting. He has been in the financial services industry since 1999. Jason was born in Dayton, Ohio, but grew up in Eastern North Carolina. He graduated magn
The SECURE Acts of 2019 and 2022 are the most impactful pieces of legislation to hit the retirement industry in some time. The acts introduced changes, both mandated and optional, that go into effect ...
On September 8th, the IRS announced that it will be increasing its focus on the wealthy and away from working-class families. Depending on which of these classes you find yourself, this ...
This article was contributed by Pathfinder Financial Planning Associate, Davis Byrd. In the aftermath of the COVID-19 pandemic, U.S. employers found themselves fiercely competing to hire and retain ...
This article was contributed by Financial Planning Associate, Davis Byrd. On November 30th, 2022, a Silicon Valley-based company called OpenAI quietly released their latest artificial intelligence ...
At Pathfinder Wealth Consulting, we help many business owners and executives transition into retirement; but retirement looks different for everyone, and many people would rather not “retire,&rd ...
This article was authored by Kayla Johnson, Financial Planning Associate. Planning for retirement involves a lot of considerations – replacing your working income, navigating a sustainable wi ...
This article was authored by Kayla Johnson, Financial Planning Associate. With the K-shaped recovery being a hallmark of the pandemic, and the effects of COVID having vastly different ramifications ...
This article was authored by Davis Byrd, Financial Planning Associate. Imagine two people washing their hands. Not a particularly difficult visual in today’s environment, is it? The first per ...
This article is contributed by John Zachary, Wealth Advisor. If you are still working today, then the answer is, at least in a large part, YOU! Pensions are becoming a historical pastime, so other ...
This article was contributed by Wealth Advisor, John Zachary. At the time of this writing, the Olympic Trials are in full swing, and in a couple of weeks, the 2020 Summer Olympics will be broadcast ...
This article was contributed by Marketing Director Katie Henderson. When I was 7 years old, I wanted to be a veterinarian. In high school, I set my sights on journalism and becoming the next Katie ...
This article was contributed by Wealth Advisor John Zachary. The silent killer. The redheaded stepchild of economists. Inflation has become a big topic in the financial media recently, as it typica ...
This article was contributed by Marketing Director Katie Henderson. At Pathfinder Wealth Consulting, we counsel our clients that money is not an end in itself but is instead a means to achieve goal ...
This article was contributed by Wealth Advisor John Zachary. As mentioned in our last article, the lack of financial literacy is a real problem in our country. Personal finance is not a required co ...
This article was contributed by Marketing Director Katie Henderson. In past generations, financial literacy was relatively simple. If you did not have the money in your pocket, you didn’t buy ...
This article was contributed by Wealth Advisor John Zachary. Cryptocurrency, or crypto, is a form of digital asset based on a network that is distributed across a large number of computers. T ...
This article was contributed by Wealth Advisor John Zachary. There has been a lot of talk about how the Novant purchase of New Hanover Regional Medical Center (NHRMC) will affect our community. How ...
Most people are excited to see 2020 in the rearview mirror; we have experienced trials and tribulations that we never would have imagined at this time last year. But before we flip the last page on ou ...
This article was contributed by Financial Planning Associate Adam McManus. The effects of the economy shutting down from a global pandemic sent the markets into a whirlwind as we entered 2020 ...
This article was contributed by Financial Planning Associate Adam McManus. In November, we cast our votes for the 2020 presidential election. As we get closer to the election, we receive an increas ...
This article was contributed by Wealth Advisor John Zachary. This article is Part II of a series on stock compensation plans. Part I discussed restricted stock units and can be found here. In addit ...
This article was contributed by Wealth Advisor John Zachary. If you look back 20-30 years, it was common for companies to offer employees access to company stock through company retirement plans, s ...
I’m starting to have a repetitive dialogue in my client meetings and thought I would share some insight. The comments vary but the theme is the same: “I can’t believe the market h ...
This article was contributed by Wealth Advisor John Zachary. I get asked a lot of questions about generating passive income. The idea folks envision is that if they can generate enough passiv ...
This article was contributed by Wealth Advisor John Zachary. In today’s world, where investing is at our fingertips through online and even mobile trading, you would think it should be ...
Pathfinder Wealth Consulting was established on June 10, 2005, and we just celebrated our firm’s 15-year anniversary. It is so rewarding to think back on all that we have accomplished so far. & ...
Whether their child is focused on Little Tikes cars, training wheels, or driver’s licenses, all parents have one thing in common: the desire to give their child the best possible future. Accordi ...
This Insights article was submitted by Rob Penn, President and Wealth Advisor. As a CERTIFIED FINANCIAL PLANNER™ professional, with over 27 years of working with retirees, I feel like I have ...
This Insights article is contributed by Kayla Willliford Johnson, Financial Planning Associate at Pathfinder Wealth Consulting. This is the second post in a two-part series on the importance of a fina ...
This Insights article is contributed by Kayla Williford Johnson, Financial Planning Associate at Pathfinder Wealth Consulting. This is the first post in a two-part series on the importance of a financ ...
This Insights article is contributed by Adam McManus, Financial Planning Associate at Pathfinder Wealth Consulting. It is the second in a two-part series on the impact increased life expectancy can ha ...
This Insights article is contributed by Adam McManus, Financial Planning Associate at Pathfinder Wealth Consulting. It is the first post in a two-part series on the impact increased life expectan ...
This is the second post in a two-part series on the considerations of where to live through your retirement years. The first post can be found here. For part II of this series, I wanted to address ...
This is the first in a two-part series on the considerations of where to live through your retirement years. During our working careers we are often tied to one location. Although there is a growi ...
This Insights article was contributed by Katie Henderson, Marketing Director at Pathfinder Wealth Consulting. You have been counting down the days to retirement for the past year. You have wrapped ...
If you have ever been through the college application process, then you know that it can be daunting. Add in the financial aid application process and the entire system seems to have two left feet. Th ...
I was recently asked by an industry writer for "not so common" recommendations for retirement planning. I typed in "retirement planning recommendations" on Google and found the 10 ...
As we celebrate our Independence Day this week, it reminds me just why we have this federal holiday. It is the celebration and acknowledgement of our society adopting the Declaration of Independence o ...
Everyone complains about price increases. On a personal level, we see it with grocery store shopping, filling our gas tanks, receiving our homeowners’ insurance bills and a lot of other expenses ...
Before we get into the core topic for this article, which is “working in retirement,” I want to point out some statistics that explain why most people don’t retire when they had or ...
Over the last month, I have had several people who are planning for retirement come to me with one burning question, “How much will my health care cost?” I have also heard on numerou ...
Ready or not, the summer is over! Around this time each year, children are buying backpacks, folders and notebooks, and high school juniors and seniors are beginning their college search and applicati ...
If you could earn and save enough money to meet all of your future financial obligations without taking any risk, would you? I think it’s important to understand risk taking. ...
In my last article, I discussed some basics of company retirement plans. You can read that article here. In this Insights, I will discuss the retirement plan that I recommend most often for busines ...
I am amused at how often business owners refer to all types of retirement plans as 401(k) plans. There are actually many types and varieties of retirement plans; and ironically, I seldom recommend a 4 ...
Caring for aging parents can be one of life’s greatest rewards and greatest struggles. Emotionally, it’s difficult to deal with parents aging and showing signs of physical weakness – ...
In my opinion, most business owners delay succession planning until they are much too close to their exits. For long-time business owners, it is difficult to imagine and emotionally adjust to the idea ...
Most of us are quite familiar with the ongoing discussion about our area’s need for a unified vision for economic development. Rob Kaiser, co-owner and publisher of Greater Wilmington Busi ...
This article is the second of a two-part series examining various ways for business owners to leverage their business profits. If you’d like to read part one, click here. To recap, in p ...
(Part 1 of 2) Many of my clients (and a few non-clients) that are business owners have asked me what to do with business profits. The answer to this question certainly depends on a variety of ...
Is this you? Worked hard to build enough financial security to retire Possess a valuable skill and not ready to put it on a shelf to get dusty Have an idea for a business but not interes ...
International Living just released their list of best places to retire in 2014. I personally think it’s a quality list that leverages a solid combination of relevant criteria for making its sele ...
Having children is one of life’s greatest joys, but paying for them is one of life’s greatest expenses. While it’s usually said jokingly, this time of year my younger clients often s ...
Along with exercising and losing weight, improving one’s financial situation is among the most common New Year resolutions. Whether it’s saving more, spending less, or a combination of bot ...
Passenger Rail Study Offers New Details About Proposed Wilmington To Raleigh Route
Emma Dill
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Apr 22, 2024
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Severe Weather Postpones Trump Rally In Wilmington
Emma Dill
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Apr 20, 2024
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Will NC Be CNBC's Three-time Top State For Business?
Audrey Elsberry
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Apr 22, 2024
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Baristas are incorporating craft cocktail techniques into show-stopping coffee drinks, and bartenders are mixing espresso and coffee liqueur...
“Our little town, especially the mainland area, is growing by leaps and bounds. So having somewhere else besides the beach for kids to go an...
Lydia Thomas, program manager for the Center for Innovation and Entrepreneurship at UNCW, shares her top info and tech picks....
The 2024 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.
