CandorPath Financial

CandorPath Financial "All you need is the plan, the road map, and the courage to press on to your destination." - Earl Nightingale

07/21/2026

🏠 Thinking about turning your home into a rental? It’s a popular way to dip your toes into real estate investing, but don’t overlook the tax implications.
If you’ve lived in your home for at least 2 out of the last 5 years, you could sell it and exclude up to $500k in profits (if married). Turn it into a rental, and that window starts closing fast.
Run the numbers, account for hidden costs, and consult a tax expert before making the leap.

07/17/2026

Want to give back and while also saving on taxes? A donor-advised fund (DAF) might be the answer!

- Get an immediate tax deduction when you contribute.
- Grow your donation tax-free to give more over time.
- Donate appreciated stock and avoid capital gains taxes.

Strategically bunch donations to maximize tax benefits while spreading your giving over years. It’s a win for your finances and your favorite causes.

Happy Birthday, Brandon! 🎉 We hope today is the perfect start to an amazing year ahead. Thank you for your hard work, de...
07/09/2026

Happy Birthday, Brandon! 🎉 We hope today is the perfect start to an amazing year ahead. Thank you for your hard work, dedication, and the care you show our team and clients every day. Your positivity, sense of humor, and energy make CandorPath a better place.

Help us wish Brandon a very happy birthday! 🎂

Nothing better than a team day in the office— we missed you, Brandon! Grateful for time with our J.W. Cole team, too 💙
07/08/2026

Nothing better than a team day in the office— we missed you, Brandon!
Grateful for time with our J.W. Cole team, too 💙

🇺🇸 Happy Independence Day from all of us at CandorPath!As we celebrate our nation’s 250th birthday, we’re grateful for t...
07/04/2026

🇺🇸 Happy Independence Day from all of us at CandorPath!

As we celebrate our nation’s 250th birthday, we’re grateful for the freedoms we share, the brave men and women who have defended them, and the time we get to spend with the people we love.

Wishing you a safe and joyful Fourth of July! ❤️🤍💙

06/30/2026

🚪 Ready to bypass income limits for Roth IRAs? Enter the Backdoor Roth strategy!
Here’s how it works:
1️⃣ Contribute to a Traditional non-deductible IRA.
2️⃣ Convert it to a Roth IRA.
3️⃣ Enjoy tax-free growth and withdrawals in retirement.

High earners, this is a powerful tool, but the pro rata rule can complicate things, so work with your advisor to get it right.

Summer is off to a great start, and we hope the same is true for you and your family! We hope you've been enjoying some ...
06/27/2026

Summer is off to a great start, and we hope the same is true for you and your family! We hope you've been enjoying some sunshine, making lasting memories, and finding time to relax as the season gets underway. ☀️🌊

06/24/2026

💳 Want to avoid credit card fees? Here’s how to dodge late fees, interest charges, and foreign transaction fees like a pro.

We hope everyone had a fantastic Father's Day weekend celebrating the dads and father figures in their lives. A special ...
06/22/2026

We hope everyone had a fantastic Father's Day weekend celebrating the dads and father figures in their lives. A special Happy Father's Day to Matt, John and Brandon, and to all the fathers who lead, support, and inspire their families every day. 💙

Address

525 Sybelia Parkway, Suite 212
Maitland, FL
32751

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