Pathway Advisors Group
Comprehensive Wealth Management for Families and Individuals
Pathway Advisors Group provides comprehensive and objective financial advice. We work with clients in many different stages of their financial lives. We consider it an honor and a privilege to help our clients work towards making prudent investment decisions focused on a successful retirement.
We invite you to check out all of the valuable information on our website. If something prompts a question, please send us a quick email or call our office. We always enjoy hearing from our clients!
Retirement
Steps to consider so you can pursue the retirement activities you want.
Investment
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Estate
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
Insurance
A well-structured insurance program can help protect your loved ones from the financial consequences of unexpected events.
Tax
Understanding tax strategies can potentially help you better manage your overall tax situation.
Money
Managing your money involves more than simply making and following a budget.
Lifestyle
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Helpful Content
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.