Pathway Financial Planning, Inc.

10/30/2026

The final months of the year can present important planning opportunities.

As you review your financial picture, consider taking a closer look at:
✅ Roth conversion opportunities
✅ Tax withholding elections
✅ Retirement distributions
✅ Capital gains and losses
✅ Non-retirement investment accounts

By this time of year, you typically have a much clearer picture of your income and expenses, making it a good opportunity to evaluate whether any year-end adjustments may be appropriate.

The key is being proactive rather than waiting until tax season arrives.

A thoughtful year-end review can help you head into the new year feeling more prepared and organized.

10/30/2026

Planning a move in retirement? Don't forget to consider healthcare costs.

Many retirees focus on housing, taxes, weather, and lifestyle when choosing a new location.

But healthcare expenses can also be an important factor.

Depending on where you live, Medicare-related costs and coverage options can vary, making it worthwhile to review how a move could impact your overall retirement budget.

Retirement planning is about more than where you want to live. It's also about understanding how the move fits into your overall financial picture.

Have you ever considered relocating in retirement?

10/28/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

10/27/2026

Retirement readiness isn't a number. It's a lifestyle.

Some people dream of traveling, helping their children and grandchildren, or checking off bucket-list experiences.

Others look forward to a quieter pace of life closer to home.

That's why retirement planning starts with understanding what you want retirement to look like.

Once you define the lifestyle, you can build a plan around it, including preparing for the unexpected expenses that can arise along the way.

What does retirement readiness mean to you?

10/26/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

10/23/2026

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

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

10/22/2026

Still working at age 65?

You may have more Medicare options than you realize.

Understanding how your employer coverage works alongside Medicare can help you make informed decisions and avoid surprises down the road.

10/21/2026

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

Around the country, attitudes about retirement are shifting.

10/20/2026

Medicare can be confusing.

With all the different parts, plans, and options available, it's easy to understand why many people feel overwhelmed.

The good news? A little education can go a long way.

10/19/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.