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Welcome To Our Blog

The Pathfinder Process

We spend a lot of time on the podcasts covering general financial topics, but we have not explained the Pathfinder Process that Barbara and Phil use everyday in their practice. They’ll discuss the three stages of their process, the various topics they will ask about, and the importance of educating their clients. […]

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Tax Tips for 2021

As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions. […]

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Mailbag: When Is The Best Time To Get Back Into The Market?

On this week’s podcast, Barbara and Phil answer some mailbag questions that have come into the show. They discuss when is the best time to get back into the stock market, using life insurance as retirement income, and much more. […]

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Where All Our Financial Knowledge Comes From

Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google? This week we’ll find out how Barbara and Phil grew into the financial advisors they are today. […]

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Things Nobody Says

You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why. […]

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End of Year Planning Tasks

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021. […]

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Website Disclosures

Pathfinder Wealth Management, Inc. (PWM) is a registered investment advisor with the State of Illinois. PWM does not provide any personal financial advice via this web-site. The purpose of this site is to provide general background information about the services PWM offers. At certain places on this web-site, live “links” to other web-sites are available. Such external web-sites contain information created, published, and maintained by institutions independent of PWM. PWM does not endorse, approve, certify, or control these external web-sites and does not guarantee their accuracy or completeness. This site is not intended to solicit or offer to sell investment advisory services to residents of any state in which PWM is not currently authorized to do so. Form ADV Part 2, which describes the business practices, services offered, and related fees of PWM, is available upon request. The information on this site was compiled from sources believed to be reliable, however we do not guarantee its accuracy or completeness.

© 2018 Pathfinder Wealth Management, Inc.
  • 815-399-9806
  • Mon - Thur 9 AM - 5 PM / Fri 9 AM - 3 PM
  • 6981 Redansa Dr, Rockford, IL 61108