LifePath Wealth Advisors

10/16/2026

An HSA can help pay for eligible healthcare expenses today. Depending on the account holder’s circumstances, it may also be considered alongside future healthcare needs and retirement planning.

The decision to spend or retain HSA funds can depend on current expenses, available cash flow, account features, and the role the account is intended to play.

See how an HSA can be considered alongside the rest of your financial plan:
https://www.lifepathwealthadvisor.net/comprehensive-financial-planning

10/14/2026

Women business owners make decisions every day that shape their companies, support their employees, and influence their own financial lives.

A new hire, a change in benefits, an expansion plan, or an ownership decision can reach well beyond the business itself.

Women’s Small Business Month is an opportunity to acknowledge the women building businesses and carrying the responsibilities that come with them.

10/12/2026

A lot can change inside a business over the course of a year.

The team may be larger. The company may have added new services, invested in equipment, adjusted employee benefits, or taken on new responsibilities. Important decisions may still depend entirely on the owner.

Before deciding what comes next, it helps to consider how the business has changed and whether the owner’s personal financial plan has kept up.

See how LifePath helps business owners connect the company with their personal financial goals:
https://www.lifepathwealthadvisor.net/business-owners-entrepreneurs

10/10/2026

There is no "right" age to take Social Security — just the right age for you and your individual situation.

Check out this article from Forbes to learn more.

There is no "right" age to take Social Security — just the right age for you and your individual situation.

10/08/2026

Before setting next year’s business goals, Tony encourages owners to start with a straightforward question: What changed this year?

The company may have added employees, purchased equipment, taken on debt, or experienced a shift in revenue. The owner’s personal priorities may have changed too.

Tony’s latest article looks at the business and personal financial decisions that may deserve another look before the coming year.

Find out what you may want to review before year-end: https://www.lifepathwealthadvisor.net/blog/what-happens-to-your-business-if-you-cannot-be-there

10/07/2026

Treasury yields and federal interest costs have been making headlines, and the numbers behind them are significant.

In its latest Weekly Market Commentary, LPL Research explains why conditions in the Treasury market deserve attention, while also noting that the signs of a full-fledged crisis are not currently in place.

For investors, the bigger question is how the interest-rate environment connects to their income needs, investments, retirement timeline, and long-term goals.

Read the latest commentary: https://www.lifepathwealthadvisor.net/weekly-market-commentary

10/05/2026

Teachers spend years helping students prepare for what comes next. Their own retirement can bring a very different set of questions.

When should I retire? What could my CalSTRS pension provide? How might survivor choices, personal savings, or Social Security affect my income?

LifePath helps California educators look beyond the pension estimate and understand how the different parts of retirement may work together.

If retirement is on your mind, start building a clearer picture of what comes next:
https://www.lifepathwealthadvisor.net/comprehensive-financial-planning

10/01/2026

Financial planning works best when the decisions are connected.

Investments, taxes, insurance, retirement, family responsibilities, and business interests can all influence one another. Looking at the full picture makes it easier to understand where plans support each other and where closer coordination may be needed.

See what comprehensive financial planning can help you address:
https://www.lifepathwealthadvisor.net/comprehensive-financial-planning

09/30/2026

Your business may be expected to support your income, employees, family goals, retirement, and an eventual transition.

Those expectations belong in your personal financial plan too.

If the business and personal plan are working from different assumptions, it may be time to connect the two.

Map how your business supports the life you are planning: https://www.lifepathwealthadvisor.net/contact

09/28/2026

Your Social Security decision does not happen in isolation.

Pension income, portfolio withdrawals, spouse or survivor benefits, taxes, and future spending needs may all influence the timing conversation.

Looking at those pieces together can give the decision better context.

See how Social Security may fit with your other retirement income: https://www.lifepathwealthadvisor.net/contact