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The Faith Ark: Top 10 Tax Questions Widows Ask

A calm, faith-centered guide for women navigating finances after loss When the storm of loss settles, taxes are often the next wave. This handout offers a simple, faith-anchored way to understand the most common tax questions widows ask and where wise planning can...

A Real Financial Plan Is Like an Ark

When life feels calm, it’s easy to believe the skies will always stay blue. But storms have a way of arriving uninvited — sometimes in the form of a market downturn, a health scare, or a sudden life change that shakes our footing. That’s why a real financial plan isn’t...

Building Your Ark: Warren Buffett’s Timeless Lesson for Women in Transition

Warren Buffett once said- “Predicting rain doesn’t count. Building the ark does.” That simple line carries a profound truth. Rain will come. Storms are part of life. And while we can’t control the forecast, we can build something strong enough to carry us safely...

Things to Do & Places to Go

1. Military Heritage Museum, in Punta Gorda – to honor all who served, from the Revolutionary War through modern conflicts and across all five military branches, the Museum utilizes multiple methods to educate its visitors on the heritage aspects of US military...

What Issues Should I Consider Before the End of the Year?

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Will I Have To Pay Tax on Sale of My Investment

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Should I Change My Medicare Coverage During Open Enrollment?

This material was prepared by fpPathfinder and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is...

Special needs planning checklist

The journey of creating a lifetime of continuous care for yourself or your loved one for whom you care may seem daunting at first, but getting started is less overwhelming when you’re organized. Use the following checklist to begin planning the future that you or your...

Choosing Beneficiaries for Your Retirement Accounts

One of the most overlooked aspects of retirement and estate planning is keeping your retirement account beneficiaries up to date. A beneficiary designation often overrides your will, making it essential to review your accounts after major life events such as marriage,...

Organizing Your Financial Record

Many people struggle every time they open their mail or email. They ask themselves, “Is this important? Do I need this? Should I keep it? Should I throw it away?” Somewhere between the paper squirrel, who saves everything “just in case,” and the purger, who tosses...

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