LifePath Wealth Advisors

06/02/2026

Most small businesses rely on one person more than they realize, which creates risk, limits growth, and makes transitions harder than they need to be.

Our latest blog breaks down the steps to strengthen your operations today and build a succession plan that supports your long‑term goals.

👉 Read the full blog here: https://www.lifepathwealthadvisor.net/blog/business-succession-planning-protect-today-prepare-for-tomorrow

05/29/2026

Happy 529 Day!

If you're thinking about joining a 529 plan, or if you've already opened an account, you might be concerned about how 529 funds will affect your child's chances of receiving financial aid. Of all the areas related to 529 plans, financial aid is perhaps the one that's most subject to change.

Click below to check out where things stand now.

If you're thinking about joining a 529 plan, or if you've already opened an account, you might be concerned about how 529 funds will affect your child's chances of receiving financial aid. Of all the areas related to 529 plans, financial aid is perhaps the one that's most subject to change. But here...

05/27/2026

Get the latest market updates from top LPL Research strategists while staying up-to-date on financial trends.

Check out the new market commentary: www.lifepathwealthadvisor.net/weekly-market-commentary

05/26/2026

Your business is strongest when it doesn’t rely on one person. That’s why building a succession plan isn’t just preparation — it’s how you strengthen operations today.

👉 Read the full blog: https://www.lifepathwealthadvisor.net/blog/business-succession-planning-protect-today-prepare-for-tomorrow

05/25/2026

Today we honor and remember the men and women who gave their lives in service to our country. We are grateful for their sacrifice and the freedoms it protects.

Markets are closed in observance.

05/22/2026

Women are inheriting trillions in the Great Wealth Transfer, yet four in ten have no giving plan.

This article from Forbes explores how to give strategically and make your philanthropy count. Click below to read more.

Women are inheriting trillions in the Great Wealth Transfer, yet four in ten have no giving plan. Learn how to give strategically and make your philanthropy count.

05/19/2026

The startup tax credit for new retirement plans is one of the most overlooked opportunities for small business owners.

If you’re thinking about offering a 401(k) or SIMPLE IRA, this incentive can make the first step easier — but only if you know how to use it.

👉 Download the Tax Credit Guide today to see if you qualify: https://www.lifepathwealthadvisor.net/tax-credits-for-business-owners

05/18/2026

Your financial plan should support the goals you’re working toward today and the future you envision.

At LifePath Wealth Advisors, we provide comprehensive financial planning, investment management, retirement strategies, and risk management designed to support every stage of life. Our advisors take a personalized, disciplined approach to help you make informed decisions, protect what matters, and grow your wealth with confidence—today and for the years ahead.

📅 Start building a financial plan aligned with your goals: https://www.lifepathwealthadvisor.net/contact

05/14/2026

Your business gets stronger when your succession plan is clear.

Our new blog breaks down how to choose the right path (internal successor, third‑party sale, or ESOP), set a buy–sell that actually works, keep valuation current, and align the transition with your personal plan. If “someday” has been on your mind, this is a practical place to start.

👉 Check out the full blog here: https://www.lifepathwealthadvisor.net/blog/business-succession-planning-protect-today-prepare-for-tomorrow

Succession planning is not only about stepping away. It helps you strengthen operations now, reduce key‑person risk, and create more choices later. Whether you plan to work another two years or ten, a clear plan supports your team and clients and aligns with your own retirement