Pathway Financial Planning, Inc.

09/05/2026

Markets can be noisy. Stay focused on your long-term goals and don't let every headline dictate your decisions.

09/04/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

09/02/2026

The first meeting isn't about charts, projections, or paperwork. It's about people.

Before discussing strategies or recommendations, I want to understand what brought someone into our office, what concerns are keeping them up at night, and what they're hoping to accomplish.

Just as importantly, it's a chance for both sides to determine whether there's a good fit. The best advisor-client relationships are built on trust, communication, and shared expectations.

What would make a first meeting with a financial advisor feel valuable to you?

09/01/2026

Just because you retire doesn't mean you need to start Social Security right away.

One of the biggest misconceptions I see is that retirement and Social Security are automatically linked. In reality, the decision is often much more nuanced.

Factors like your health, marital status, retirement assets, taxes, and long-term goals can all influence when it may make sense to claim benefits.

That's why Social Security isn't really an age decision—it's a planning decision.

08/31/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

08/30/2026

Roth conversions seem to be everywhere right now. The question isn't whether Roth conversions are good or bad. The question is whether they're appropriate for your situation.

Taxes, timing, income needs, retirement goals, and cash flow can all influence the decision. And sometimes, the details beneath the surface matter just as much as the potential benefits.

A Roth conversion can be a valuable planning strategy, but it's important to understand the tradeoffs before taking action.

Have you explored how Roth conversions might fit into your retirement plan?

08/28/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

08/26/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

08/24/2026

I love summer... but by August, I'm usually ready for the kids to head back to school.😄

There's something nice about getting everyone back into a routine. What's your favorite part about the end of summer?

08/24/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.