Pathfinder Wealth Advisors

12/19/2025

Toy drive for the Offutt Advisory Council

10/03/2025

The U.S. government is shut down for the first time since 2018. Commonwealth chief investment strategist, Chris Fasciano, tells us what investors need to know:

Shutdowns are typically short, averaging 8–9 days over 50 years
Markets have historically “looked through” them despite headlines
Strong fundamentals continue to support equities long term
See why staying the course may be the smartest move: https://bit.ly/3WligX7F

College towns aren’t just for students—many are retirement hot spots. Forbes named Ann Arbor one of the 25 Best Places to Enjoy Retirement in 2025 for its arts, golf, learning, and vibrant culture. See the full list of top spots here: https://bit.ly/ts6gh7F

Forbes screened nearly 1,000 locales to pick the 25 top places to enjoy retirement, weighing quality of life and leisure offerings from the arts to fine dining to golf.

06/19/2025

Thursday 6/19

Skip the four-year degree but still want six figures? "New-collar" jobs prioritize skills over credentials. These flexible, remote-friendly positions are perfect for Gen Z's changing work values. Discover which high-paying career matches your talents: https://bit.ly/43EB9cb



Flying coach can be rough, but it doesn't have to be. From compression socks that prevent blood clots to cooling eye masks for sleep, smart upgrades can make 26B feel luxurious. Discover products that turn an economy seat into a first-class experience: https://bit.ly/4kGLudI

Give the frequent flier in your life the tools to upgrade their in-flight experience—no seat change required.

05/07/2025

MAY - 529 Plan 101

A 529 plan is a smart way to save for college, and the good news is it’s counted as a parental asset in financial aid calculations, reducing its impact on aid eligibility. If you’ve been hesitant to open one, these facts could alleviate some of those concerns: https://bit.ly/4cEjcx6



Grandparents: Want to help with college costs?

🎓 529 plans offer tax-free growth for education.

🔄 Custodial accounts provide flexibility in how funds are used.

🏦 Paying tuition directly avoids gift taxes.

Smart ways to support their future: https://bit.ly/3YdKepb



Do you have leftover 529 funds? You might get money back penalty free under these circumstances:

🎓 Scholarship recipient

🎖 Military academy attendance

🔁 Roll 529 funds into a Roth IRA (up to $35,000)

See all the ways to avoid the 10 percent hit: https://bit.ly/3S0BGhT



Wondering about 529 plan contribution limits? Whether you’re starting early or adding to your savings, understanding the rules is critical. Learn about contribution limits and how to make the most of your college savings plan: https://bit.ly/4cMUTNG

Each state sets 529 college savings plan contribution limits, which range from $235,000 to $575,000.

05/01/2025

Think your Social Security benefit is locked in once you start collecting? Think again—working after 60 could quietly boost your monthly checks thanks to a lesser-known rule. Find out how your future earnings might rewrite your retirement math: https://bit.ly/4cY079u



“Think before you speak” isn’t just a mantra—it’s a leadership advantage. New insights show that introverts’ intentional communication style builds trust and drives smarter decisions. Want to lead with more impact? Discover their 5 secret phrases: https://bit.ly/4d0cQZ9

Introverts are incredibly successful in how they communicate, says psychology expert Stefan Falk, who has spent 30 years coaching CEOs. He shares the top phrases introverts use that set them apart from extroverts.

03/20/2025

Commonwealth chief market strategist Chris Fasciano and director, fixed income, Sam Millette explore sticky inflation and what the Fed’s next move could mean for investors in the latest episode of the Market Observatory audio series. Don’t miss it: https://bit.ly/3Dqw2Cg



Is the U.S. economic engine starting to sputter? After years of strong consumer spending, recent data shows signs of slowing. Check out Commonwealth chief market strategist Chris Fasciano’s latest blog to learn what this means for the future of the economy: https://bit.ly/3FoBOoi

Will U.S. consumers remain resilient despite inflation concerns? Commonwealth's Chris Fasciano, chief market strategist, evaluates the road ahead.

03/14/2025

Friday 3/14

Stocks just hit correction territory—should you be worried? The S&P 500 has fallen over 10% from its recent high as tariff uncertainty and economic concerns shake investor confidence. Learn what this means for the market and whether more trouble is ahead: https://nyti.ms/4iosQGi



A surge of fraudulent texts impersonating state agencies is tricking Americans into revealing sensitive financial data through "smishing" scams. Find out how to protect yourself and report these deceptive messages to the FBI's internet crime center: https://bit.ly/4iF1sUs

The FBI is warning Americans not to respond to scam road toll collection texts after receiving more than 2,000 complaints this month

03/13/2025

Thursday 3/6

Commonwealth chief market strategist Chris Faciano and director, fixed income, Sam Millette explore sticky inflation and what the Fed’s next move could mean for investors in the latest episode of the Market Observatory audio series. Don’t miss it: https://bit.ly/3Dqw2Cg



Is the U.S. economic engine starting to sputter? After years of strong consumer spending, recent data shows signs of slowing. Check out Commonwealth chief market strategist Chris Faciano’s latest blog to learn what this means for the future of the economy: https://bit.ly/3FoBOoi

Will U.S. consumers remain resilient despite inflation concerns? Commonwealth's Chris Fasciano, chief market strategist, evaluates the road ahead.

03/10/2025

Monday 3/10

Tax identity theft is a nightmare—thieves can file a return in your name and steal your refund before you even get a chance to file. The IRS offers an Identity Protection PIN to help prevent this, and signing up is easy. Learn how to protect yourself: https://nyti.ms/4izhi2x



One retiree wonders how far a $120,000 nest egg can stretch. The answer is, unfortunately, not very far, even with social security. But part-time work, downsizing, or tapping home equity could help bridge the gap. Explore strategies to make your money last: https://bit.ly/41FqN9E

If you rely on Social Security to fund your retirement, you’ll need to do some work.

01/08/2025

Aging comes with many benefits—wisdom, life experience, and even tax breaks. If you’re nearing or over 50, check out these 10 ways you may be able to save on your tax return: https://bit.ly/49pjGF0

Growing older qualifies you for a variety of tax perks that aren't available to younger workers.