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
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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