Financial Planning | Straight Path Wealth

Oct 305 min read

The Smart Parent’s Playbook: 4 Ways To Start Saving For Your Child’s Future

Start saving for your child’s future with 529 Plans, UGMA/UTMA accounts, Coverdell ESAs, or Roth IRAs. Find the right fit for your family!

Apr 33 min read

Three Stages of Tax Planning in Retirement

Learn about the goals, priorities and strategies associated with the three stages of tax planning in retirement.

Jul 6, 20232 min read

5 Common Questions People Ask Near Retirement (2/5)

Question 2. How can I create a retirement budget? Most people aren’t exactly sure what they will want to spend in retirement. It is a new...

Jun 27, 20232 min read

5 Common Questions People Ask Near Retirement (1/5)

Question 1: How much money do I need to retire? Retirement planning is important no matter what stage of life you are in. However, once...

Jun 5, 20233 min read

5 Common Mistakes to Avoid When Financial Planning

Financial habits now are crucial to your future retirement. In financial planning, we often see mistakes early on that lead to fewer...