Pathway Asset & Tax Advisory

Pathway Asset & Tax Advisory CFP's & CPA's on staff for all your tax and investing needs. Securities and Advisory Services offered through Harbour Investments, Inc. Member SIPC.

Securities licensed in IN, AZ, CA, CO, DC, DE, FL, GA, IL, MA, MI, NH, OH, NY, NC, SC, TN, TX, VA, WA, WI. Harbour Investments does not offer tax advice.

It's time for another "Ask Me Anything"! Submit your questions below, or in messages and we'll do a video answering the...
10/13/2023

It's time for another "Ask Me Anything"! Submit your questions below, or in messages and we'll do a video answering them on October 26th!

The third quarter was undoubtedly eventful! Swipe through for a helpful overview of inflation, the Federal Reserve, and ...
10/09/2023

The third quarter was undoubtedly eventful! Swipe through for a helpful overview of inflation, the Federal Reserve, and the overall economy heading into the fourth quarter ➡️

09/28/2023

Would it be more comfortable for you to have a conversation about your financial goals and needs in your own home? We can come to you if that removes one of the obstacles. Call to set a time for us to come out. 574-264-0395

Year-end is just around the corner, and 2023 has been quite a ride! 🎢 Now, let's talk tax-smart moves to finish the tax ...
09/26/2023

Year-end is just around the corner, and 2023 has been quite a ride! 🎢 Now, let's talk tax-smart moves to finish the tax year strong:

1️⃣ Boost Retirement Savings: Max out 401(k) contributions for tax benefits.
2️⃣ Tax Loss Harvesting: Offset gains by selling underperforming investments (up to $3,000 deduction per year).
3️⃣ Explore Tax Credits: Own solar or an electric vehicle? Discover if you're eligible for credits.
4️⃣ Business Owners: Make large purchases before year-end to secure deductions (80% bonus depreciation still available).

Got questions or want a year-end tax planning session? 📞 Reach out - we're here to help!

Have you inherited an IRA from someone? Do you know what you can and can't do with it? We can help you answer those qu...
09/12/2023

Have you inherited an IRA from someone? Do you know what you can and can't do with it? We can help you answer those questions.

Call today. (574) 264-0395

September has arrived, bringing with it this thought-provoking nugget of wisdom that'll have you ”falling” into a seriou...
09/08/2023

September has arrived, bringing with it this thought-provoking nugget of wisdom that'll have you ”falling” into a serious moment of self-reflection.

What's your take? Share your thoughts below, or spread the message by sharing this post with others!

The defining word for economic data in August: mixed. August inflation and labor market data offered both good and bad n...
09/06/2023

The defining word for economic data in August: mixed. August inflation and labor market data offered both good and bad news as the stock market showed resilience.

Swipe to see the details on consumer pricing, the unemployment rate, and a few key facts ahead of the next Federal Reserve meeting on September 20 ➡️

As we honor the contributions of workers and pause for a little R&R this Labor Day, we want to thank our wonderful clien...
09/03/2023

As we honor the contributions of workers and pause for a little R&R this Labor Day, we want to thank our wonderful clients, colleagues, and professional network for being with us on this journey.

It's because of your trust and support that we’re able to do what we love and make a small difference in the lives of others.

Once again, thank you — and Happy Labor Day to all ❤️ 🤍 💙

Address

719 E Bristol Street
Elkhart, IN
46514

Opening Hours

8:30am - 5pm

Telephone

+15742640395

Website

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