Pathway Wealth Management

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

The Business Cycle Understanding the economy's cycles can help put current business conditions in better perspective.

Terrible or wonderful; Could a variable annuity be right for you?

Is a Variable Annuity Right for Me? Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Learn more about whether you need to pay estimated taxes.

You May Need to Make Estimated Tax Payments If… Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

What If You Get Audited? The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

Just a moment...

Looking back at a great summer at Pathway Wealth Management! ☀️

After another busy tax season, we were happy to welcome our clients to our first Shred Day event on June 13.

It was a great day to clear out unwanted documents, enjoy some good food, and spend time together.

Thank you to everyone who joined us and helped make our first Shred Day such a great event! We appreciate having you as part of the Pathway Wealth Management family.

This message provides a look at how variable rates of return impact investors over time.

The Sequence of Returns A look at how variable rates of return impact investors over time.

There are benefits and limitations when you decide to donate stock. Learn more from our message.

Making a Charitable Contribution There are benefits and limitations when you decide to donate stock.

Do you know the difference between a credit lock and a credit freeze?

Should I Accept a Free Credit Lock? Learn the ins and outs of credit locks, freezes, and more.