top of page

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Investing For The Road Ahead

At Pathfinder Financial, we understand retirees face many important decisions which can affect their long-term financial success. Some of these decisions revolve around making investment choices to create a hedge against outliving your income. The impact of inflation, taxation, and rising healthcare costs are several miscalculated expenses retirees underestimate when they start into their retirement years.

Our years of experience has shown a large percentage of our retirees have realized similar concerns. We've created an approach to face these challenges head-on with years of educated knowledge and skills that set us apart from other financial service firms.

Whether you are within 5 years of retirement, just retired or well into your retirement years, we recommend a visit to one of our many offices for a no obligation review and analysis of your account.

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Use this calculator to estimate how much income and savings you may need in retirement.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Determine whether you should consider refinancing your mortgage.

bottom of page