Pathway Financial Planning, Inc.

06/03/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

06/02/2026

One of the most overlooked money habits is understanding your spending — especially the small purchases we don’t always think twice about.

At the end of the day, building wealth often comes down to a simple idea: spend less than you earn.

When people become more aware of their habits and prioritize saving along the way, progress tends to follow.

06/01/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new, record-high retirement contribution limits from the IRS.

05/29/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

05/28/2026

I still enjoy the numbers side of financial planning, but what keeps me passionate about this work is helping people.

As life gets more complicated, having someone you trust can make a real difference.

Being able to serve others and be there when it matters most gives this work meaning well beyond the math.

05/27/2026

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

05/26/2026

It’s hard not to get emotional when markets rise quickly or fall sharply. Most investors feel that pull — it’s human nature. That’s why having a rules‑based approach can be so valuable.

Clear guidelines help take emotion out of investment decisions and keep the focus on long‑term goals rather than moment‑to‑moment market moves.

05/25/2026

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

05/22/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

In the world of finance, the effects of the

05/22/2026

Roth IRAs aren’t a one‑size‑fits‑all solution, but they can be a helpful tool in retirement planning for some people. Having different types of accounts can create more flexibility around income and taxes later on.

In certain situations, even after someone stops working, there may still be opportunities to reposition assets to improve long‑term tax flexibility. The value often comes from understanding the options before decisions have to be made. Knowing how different accounts work together can make retirement income planning feel a lot less rigid.