PATHWAYS FINANCIAL GROUP, LLC

CONNECT

Address:

5659 W. Michigan
Kalamazoo, MI 49009

Phone:

269-372-3229

Fax/Other:

269-372-2691

Articles

75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Estates & Trusts

  • Avoiding Probate

    The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.

  • Charitable Giving

    To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

  • Preserving My Estate

    Life insurance can be used to help preserve your estate’s value for your heirs.

  • Gifting Strategies

    Compare the advantages and disadvantages of different gifting strategies available for planned giving.

  • History of the Federal Estate Tax

Retirement

  • IRA Rollover

    If you leave a job or retire, you should consider your options regarding your employer retirement plan assets.

  • Profit-Sharing Plans

    Profit-sharing plans give employees a share in the profits of a company and can help to fund their retirements.

  • Why Purchase Annuities

    Annuities, an insurance-based financial vehicle, can provide many benefits that retirement investors might want.

  • How Much Do I Need to Save?

    Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.

  • Unforgettable Birthdays

    There are key dates after you turn 59 that can impact your taxes, Medicare eligibility, and retirement benefits.

  • Future of Social Security
  • Social Security Income
  • Retirement Plan Distributions

    When receiving money accumulated in your employer-sponsored retiremnt plan, you have 2 options: lump sum or annuity.

  • Traditional IRAs

    If you do not participate in an employer-sponsored retirement plan, you might consider a traditional IRA.

  • 401(k) Plans

    401(k) employer-sponsored retirements plans have many benefits, including that the funds accumulate tax-deferred.

  • Managing Retirement Plans

    Employer-sponsored retirement plans are more important than ever, but managing the assets can be confusing.

  • Save Now or Save Later

    If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.

  • Roth IRAs

    Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

Tax Planning

Investing

Cash Management

  • Money Market Funds

    Money market funds can be a highly liquid and effective cash management tool.

  • Managing Cash

    There are numerous investment alternatives available to help provide liquidity.

  • Smart Financing Ideas

    Here are some smart ways to refinance your home.

  • Effects of Inflation

    Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

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Check the background of this financial professional on FINRA's BrokerCheck