John B Zachary

Wealth Advisor, Pathfinder Wealth Consulting
BIO

As a wealth advisor at Pathfinder, John works closely with folks who are planning for their future, helping them stay on their financial path. He also specializes in developing financial plans and investment strategies for the se  

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Financial
Feb 5, 2024

What You Need to Know About SECURE 2.0 and Its Effect on Individual Retirement Accounts

The SECURE Acts of 2019 and 2022 have had a significant impact on the retirement industry. These acts have brought about various changes, some of which are required and others that are optional, and t ...

Other
Nov 27, 2023

Year-End Tax Planning Tips for 2023

As 2023 is coming to a close, it's a great time to start thinking about year-end tax planning. For many individuals and businesses taxes can be a significant financial burden, and perhaps, often a ...

Financial
Sep 5, 2023

Your Bias is Showing: Identifying and Avoiding Common Investor Mistakes

This article was contributed by Pathfinder Associate Wealth Advisor, Chad Slate, AIF®, CPFA®. The past few years have been anything been ordinary, and as a result, we have been experie ...

Financial
Apr 26, 2023

The Ins and Outs of HSAs

Health Savings Accounts (HSAs) are a savings/investment vehicle that allow you to set aside money on a pre-tax basis to pay for qualified medical expenses. By using untaxed dollars to pay for ded ...

Financial
Mar 9, 2023

An Estate Planning Checklist for Everyone

Article contributed by Associate Wealth Advisor, Ross Allen, CFP®, EA, ATFA. As we previously discussed, having a sound estate plan is not something reserved for only the “ultra-weal ...

Financial
Nov 17, 2022

Giving Credit Where Credit is Due: Tax Provisions in the Inflation Reduction Act

This article was contributed by Ross Allen, Associate Wealth Advisor, CFP®, EA, ATFA. Politics aside, the Inflation Reduction Act (IRA) introduces several new and expanded tax credits designed ...

Financial
Sep 21, 2022

Seven Financial Myths

Throughout my career, I’ve found that one of the biggest obstacles that prevents someone from getting involved in their finances is the surplus of information that surrounds the complex world of ...

Financial
Sep 8, 2022

Don’t Leave Your Money Behind: What to Do with Retirement Savings When Changing Employers

This article was contributed by Ross Allen, Associate Wealth Advisor. “Where do you see yourself in five years?” Chances are, you have been asked this at least once during a job in ...

Other
Aug 12, 2022

Is this a Recession?

This article is contributed by Davis Byrd, Financial Planning Associate.  Are we in a recession? What technically is a recession? These two questions have gripped economists, academics, and po ...

Other
Jul 27, 2022

Why Investing and Politics Don’t Mix

One of the most interesting things about the financial services industry is that we get to interact with a diverse group of individuals. That might be the case with many businesses, but here at Pathfi ...

Financial
Jul 7, 2022

Avoiding Ca-TAX-trophies

This article was authored by Ross Allen, CFP®, EA, ATFA, Financial Planning Associate at Pathfinder. It is the height of summer in the Cape Fear region and maybe the mere mention of “taxe ...

Financial
Jun 22, 2022

Behavioral Bias: How Your Feelings Could Harm Your Finances

This article was contributed by Davis Byrd, Financial Planning Associate. Research suggests that the average adult makes about 35,000 decisions each day. From the moment you wake up, your brain is ...

Financial
Jun 9, 2022

The ABCs of 529s

For this article I wanted to take a break from talking about recessions, inflation, and market volatility, in favor of a more encouraging topic: planning for the financial well-being of the ...

Financial
Jun 1, 2022

Ready or Not: Here Comes a Recession?

Yes, a recession is coming. I can say with (almost) certainty that a recession is coming. But do I know when, how long, or how bad it will be? No.  Here’s my point: recessions and market ...

Financial
Apr 5, 2022

Inflation: The Causes and Costs

Recent readings have put the topic of inflation in the spotlight in a large way, attracting the attention of economists, investment managers, and the average investor.  In its simplest fo ...

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