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Pathway Financial Services, LLC

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Tuesday, September 12, 2017

Identity theft is always a risk, but the recent massive data breach at Equifax underscores how important it is to be vigilant in monitoring our accounts and credit reports. Not sure where to start? Here are some steps to follow:...

 

Wednesday, May 10, 2017

Investing in companies that follow socially responsible practices (SRI) has been skeptically in investment circles.These companies follow policies to reduce or eliminate negative effects on the environment, are transparent and ethical...

 

Monday, December 5, 2016

Health insurance used to be something that people received through their workplace. But with rising costs and many people working part-time jobs or as independent contractors, more and more people are responsible for buying their own...

 

Thursday, November 10, 2016

With the unexpected results of the Presidential election last night, it’s time to reevaluate investments in light of the possible effects of a Trump presidency on our investments. I’ve been concerned about the possibility...

 

Thursday, October 20, 2016

Finding time to meal plan, grocery shop and prepare meals can be difficult if you're working full time. But cooking for yourself is healthier and less expensive than eating out! Whether you are a novice cook or experienced in the...

 

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Friday, July 15, 2016

Retirement used to mean a gold watch and pension from a company after 30 years of service. No longer. Increasing numbers of people are working after age 65. Whether they consult or work part-time in a new field, partial retirement is.....

 

Friday, June 24, 2016

The world was shocked last night when the votes were finally tallied and the Leave campaign won. The voters in the UK voted to leave the European Union by a wide margin. The financial impact began immediately with futures markets...

 

Thursday, February 25, 2016

When reading about investments or listening to cable news you'll run across lots of jargon. It can be difficult to follow the conversation if you don't understand what the jargon means. A common term is the P/E ratio or...

 

Wednesday, January 20, 2016

The S&P 500 has fallen 12% from the highs posted last year amid concerns about declines in global growth and damage to the energy sector from falling oil prices. However, economic indicators in the US are still fairly good as outlined...

 

Sunday, November 8, 2015

Many of my clients express concern over the future of Social Security....and rightly so. The system is badly out of balance with current recipients generally receiving much more than they have contributed, as reported by the Economist....

 

Tuesday, July 14, 2015

You've decided that it's time to think about your finances, plan for the future and you want some help. Maybe you changed jobs recently, got married, had a baby or received an inheritance. Whatever the motivation, you need to find a...

 

Friday, March 13, 2015

Concerned about your elderly parents and their money? You’re not alone. Unfortunately, seniors are often the targets of financial scams. Studies have shown that as we age, we gradually lose the ability to critically evaluate new...

 

Tuesday, January 13, 2015

With the price of oil dropping over 50% in the past 6 months, you may be thinking this is a great buying opportunity. If you are – you’re thinking like an investor! Buy when prices are low rather than high. But the price of...

 

Tuesday, December 30, 2014

The end of the year is a good time for looking back. What were our successes and what were our failures? Did we keep our resolutions? Where do we want to improve?As the end-of-year statements arrive, it's also a good time review our...

 

Monday, April 7, 2014

One of the first questions prospective clients usually ask is, "How do you get paid?" And this is an excellent question. It seems simple, but in the financial services field - rarely are things simple. The truth is that there are many...

 

Saturday, June 15, 2013

A varied portfolio is a hallmark of a savvy investor.You may be amused by the efforts of some of your friends and neighbors as they try to “chase the return” in the stock market. We all seem to know a day trader or two: someone...

 

Sunday, March 10, 2013

Saving for the future is the foundation of a good financial plan. But what can you do when you don’t earn enough to pay all your bills and also set aside money for the future? If you’ve already cut your expenses as far back as you can...

 

Wednesday, September 12, 2012

Most clients come to see me because they want to be more financially secure and to make better financial decisions. After we talk about their goals, we look at their resources for meeting those dreams. Reviewing annual income is...

 

Sunday, July 1, 2012

A few weeks ago in Orlando, Florida at the national planning conference for Financial Network, I attended excellent workshops on economics and investment strategies, heard speakers giving updates on Social Security, income and estate...

 
 

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