estate planning – Pathfinder Wealth Management, Inc.

Mailbag: I’ve Maxed Out My 401(K)- Where Should I Invest Additional Money?

Posted on December 6, 2023 by Walter Storholt

Join us for a great mailbag episode today! This is your chance to gain valuable insights from the financial questions of our listeners. In today’s show, Chris asks where to invest additional money for retirement since he is already maxing out his 401(k). Tony asks if he needs a will, trust, or both to evenly split two rental properties between his sons after he passes. Tune in to see how Barbara and Phil answer these questions and more. […]

Building An Estate Plan With No Regrets

Posted on September 6, 2023 by Walter Storholt

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. If you want to leave a legacy without regret or legal turmoil, this episode is a great starting point. […]

Estate Planning Mistakes

Posted on November 20, 2019 by Walter Storholt

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. […]