Pathway Financial Planning, Inc.

Pathway Financial Planning, Inc.

At Pathway Financial Planning, we specialize in collaborative retirement distribution planning. Our g

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09/02/2024

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08/30/2024

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www.pathwayplanners.com

How to Bake a Pie-R-A 08/26/2024

A lets you save for retirement by paying your tax bill now rather than putting it off until later.

How to Bake a Pie-R-A Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Should You Tap Retirement Savings to Fund College? 08/23/2024

There are many factors to consider before tapping retirement money to pay for college.

Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college.

Finding the Balance 08/21/2024

Are you looking for a balance? Find yours, starting with this video.

Finding the Balance The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Conquering Retirement Challenges for Women 08/19/2024

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Conquering Retirement Challenges for Women Looking ahead can help you conquer these unique obstacles.

Jane Bond: Scaling the Ladder 08/16/2024

Agent Jane Bond wants you to know about how can be to generate .

Jane Bond: Scaling the Ladder Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Saving for Retirement 08/14/2024

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.

Retirement and Quality of Life 08/12/2024

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Retirement and Quality of Life Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

What Is the Dividend Yield? 08/09/2024

Are dividends a key component when evaluating investment opportunities? Learn more.

What Is the Dividend Yield? This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Monthly Market Insights | August 2024 08/08/2024

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates.

From Boats to Brokers 08/07/2024

The has a long and storied history, from the Dutch East India Company to Wall St.

From Boats to Brokers From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Why Regular Rebalancing Makes Sense 08/05/2024

Without your knowing, your investment portfolio could be off-kilter. What to look for in this message.

Why Regular Rebalancing Makes Sense Without your knowing, your investment portfolio could be off-kilter.

The History of Currency 08/02/2024

Currency has been around for a long time. Here's a quick lesson.

The History of Currency Currency has been around for a long time. Here's a quick history lesson.

Starting a Roth IRA for a Teen 07/31/2024

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

Starting a Roth IRA for a Teen This early financial decision could prove helpful over time.

Global vs. International: What’s the Difference? 07/29/2024

Do global and international mutual funds complement or conflict with each other?

Global vs. International: What’s the Difference? International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Bi-Weekly Payments 07/26/2024

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

Bi-Weekly Payments This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

The Business Cycle 07/24/2024

How will your investments weather the ups and downs of the business cycle?

The Business Cycle How will you weather the ups and downs of the business cycle?

What You Need to Know About Social Security 07/22/2024

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that’s more hype than truth:

What You Need to Know About Social Security Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

How the Federal Reserve Works 07/19/2024

Secrets of the Temple: How the Federal Reserve works.

How the Federal Reserve Works Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Diversification, Patience, and Consistency 07/17/2024

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Diversification, Patience, and Consistency Three important factors when it comes to your financial life.

Quarterly Market Insights | Q2 2024 07/16/2024

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Quarterly Market Insights | Q2 2024 Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower.

Keeping Good Records is Good Business 07/15/2024

When considering a record keeping system for your business, you need to ask yourself some very important questions

Keeping Good Records is Good Business Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Social Security: By the Numbers 07/12/2024

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Social Security: By the Numbers Here are five facts about Social Security that might surprise you.

Insuring Your Business With a Buy/Sell Agreement 07/10/2024

There are ways to protect your business in the event of your death or the death of a partner.

Insuring Your Business With a Buy/Sell Agreement It may help your business be better prepared in the event of the death of a principal or key employee.

The Utility of Sector Investing 07/05/2024

Sector investing may present an opportunity — if you do your homework.

The Utility of Sector Investing Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Retirement Redefined 07/03/2024

What do you think your will be like? Attitudes are changing, and many are working in their

Retirement Redefined Around the country, attitudes about retirement are shifting.

The Pre-Retirement Checklist 07/01/2024

How prepared are you for retirement?

The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are.

Countdown to College 06/28/2024

Do your kids have the right stuff for college?

Countdown to College Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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9078 Union Centre Boulevard #350
West Chester, OH
45069