
5 Estate Planning Considerations
Creating a comprehensive estate plan is a key step in ensuring your wishes are honored and your loved ones are cared for after you’re gone.
Home » Blog
Creating a comprehensive estate plan is a key step in ensuring your wishes are honored and your loved ones are cared for after you’re gone.
Many of us are naturally inclined to resist change, especially when it comes to our finances. This tendency is known as status quo bias, where
With wealth comes an expansive list of financial opportunities: paying down debt, upgrading homes, maximizing retirement savings, or supporting future generations. The real question isn’t
When it comes to personal finance, one of the most common—and frustrating—answers you’ll hear is, “It depends.” Whether you’re asking about the best way to
When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time. Without the structure
When we think of financial advisors, we often think of people in suits with charts and financial plans. But our first “financial advisor” is usually
Being unsure whether to pay off your mortgage or not is a good problem to have. It means you have significant savings and have afforded
Market volatility can be unsettling, especially when you see your investments fluctuating day by day. However, staying calm and sticking to a well-thought-out strategy can
The U.S. Presidential election is dominating news cycles, and as an investor, it’s easy to let political fervor influence your investment decisions. However, maintaining a
We are here to help you with all your financial planning needs. Send us a message and we will connect with you shortly.
SPWM Advisors LLC (“Stonepath Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Stonepath Wealth Management and its representatives are properly licensed or exempt from licensure.
Blog content provided exclusively by Oechsli Institute.
Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a SmartVestor Pro. Neither Dave Ramsey nor SmartVestors are affiliates of or affiliated with Stonepath Wealth Management. Stonepath Wealth Management does not provide tax or legal advice.