Pathway Financial Planning, Inc.

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.

05/20/2026

Over the years, many relationships with clients grow into something more than a professional connection.

They become long‑term relationships built on trust and walking through life together.

Being part of that journey means celebrating milestones and progress, but it also means being present during difficult seasons.

Just like any meaningful relationship, there are moments of joy and moments of hardship. Sharing both is what makes the relationship real.

That continuity of showing up year after year is one of the most meaningful parts of this work for me.

05/20/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

05/19/2026

Starting to save for your kids’ education early can feel like a leap of faith. It doesn’t always feel rewarding in the moment, and there are plenty of unknowns along the way.

Over time, those early decisions can quietly add up and create flexibility when it’s needed most. Thinking long term and letting compounding do its work can be powerful — especially when it comes to family goals.

Exploring education‑saving options early can help turn uncertainty into opportunity.

05/18/2026

Do you know how long it may take for your investments to double in value?

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

05/16/2026

Time plays a bigger role in investing than most people realize.⏰

Early on, compounding has room to work. Later in life, planning becomes more intentional about how different investments are used.

That’s why it helps to think about investments in terms of purpose — some meant for income, others focused on growth. Balancing both allows planning to support today’s needs while still keeping an eye on the future.