ClearPath Financial Partners

07/09/2026

We were proud to sponsor the Big Brothers Big Sisters of Central Mass & MetroWest Golf Tournament this past June! ⛳

A special thank you to our client for representing ClearPath Financial as part of a foursome and supporting such an incredible organization. We're grateful for the opportunity to give back to a cause that helps create and nurture meaningful mentoring relationships for local youth.

07/01/2026

In a recent podcast, Ryan Kittredge discusses practical strategies for supporting the next generation while keeping your long-term financial goals on track. You'll learn how to:
• Set healthy financial boundaries
• Avoid common retirement planning pitfalls
• Make informed decisions that benefit both your family and your future

🎧 Listen here: https://www.clearpathfinancialpartners.com/podcast/how-to-help-adult-children-financially-without-hurting-your-retirement/

Helping your family doesn't have to come at the expense of your retirement. Tune in to learn how to strike the right balance.

06/29/2026

06/29/2026

🎉 Congratulations to Ryan Kittredge on earning the prestigious Accredited Estate Planner® (AEP®) designation!

The AEP® designation recognizes professionals who have demonstrated a high level of knowledge, experience, and commitment to the estate planning profession. This achievement reflects Ryan's dedication to helping individuals and families navigate complex estate planning matters with expertise and care.

We're also proud to recognize Molly Brown, who has previously earned the AEP® designation. Having multiple Accredited Estate Planners® on our team reinforces our commitment to providing thoughtful, comprehensive guidance to our clients and their families.

Please join us in congratulating Ryan on this outstanding accomplishment!

06/24/2026

Receiving an inheritance can be overwhelming. Along with the emotions that often accompany it, there are important financial decisions that can have lasting consequences.

In our latest podcast, Ryan Kittredge and Molly Brown discuss the first steps beneficiaries should take after receiving an inheritance, including why it's important to pause before making major decisions, understand the tax implications of inherited assets, and evaluate how those assets fit into your own financial goals.

Whether you've recently inherited assets or want to help a loved one prepare for the future, this conversation offers practical guidance to help you move forward with confidence.

🎧 Listen here: https://www.clearpathfinancialpartners.com/podcast/learn-the-first-steps-of-an-inheritance/

09/08/2025

We're proud to announce that our very own Molly Brown, CFP®, AEP® has been recognized by Worcester Business Journal as a 40 Under Forty recipient. Her dedication to our clients and our community is unparalleled, and we're honored to watch her career and impact continue to blossom. Congrats, Molly!

Molly Brown exemplifies the drive and integrity that define Worcester's next generation of business leaders.