When Should You Claim Social Security?

One of the most common retirement planning questions we receive is the one about Social Security: Is it better to claim Social Security benefits as soon as possible, or to delay? As with most retirement planning questions, the answer isn’t the same across the board....

The Financial To-Dos of Having a Baby

Having a baby and growing your family is a very exciting time for any new parent or parent-to-be—and there are some pretty significant things to consider outside of simply getting the nursery ready and picking out a stroller. There are studies showing that each child...

Interviewing a Potential Financial Planner

When it comes to selecting the person who will work with you to establish your financial future, you don’t want to leave anything to chance; you don’t want to have any nagging, lingering questions that you’re afraid to ask. What you want is a comfortable but...

Why Work with an Independent Financial Advisor?

At Stonepath Wealth Management, we are truly independent financial advisors—and there are several benefits that come with that. As you do your research and think about where you feel most comfortable doing your financial planning, consider some of the perks that our...

What to Ask When You First Meet with Your Advisor

Ideally, the relationship you have with your financial advisor is not one-sided. You want to take advantage of the advisor’s experience and expertise, of course, and to allow your advisor to help steer your financial planning in the right direction. That direction is...