How should you prep for 2021? Here's our guide for retirement, tax, and investment considerations as you consider 2020 year-end planning.

With the holiday season, there is often increased anxiety and stress, yet it is a time when we are encouraged to have gratitude.

2020 Medicare Open Enrollment is Oct 15 - Dec 7. Have you reviewed changes to your plan? Make sure your 2021 plan fits your needs.

Should you change your investment allocation with the upcoming election? Let's take a look at historical & current data of markets & politics.

1 in 5 elderly people have experienced some form of financial abuse. You can protect your parent or loved one from fraud by being aware and involved.

Kings Path Partners provides financial planning and education services to help clients define and pursue their financial and estate goals. Give us a call today!

Are you trying to decide between taking a lump sum or annuity from your pension or retirement package? Here are some questions to consider before deciding.

“Star-rating” or similar ranking systems have been popularized by Morningstar and Lipper. Should you use these when selecting a fund?

What is yield chasing? Why is it dangerous? Investors take on extra risk for extra yields, putting their portfolio in danger when downturns come. A diversified, balanced portfolio is key.

Does value investing still matter or is it dead? The valuation gap between growth stocks and value stocks is at historical levels as growth has outperformed value for 10+ years.

Special needs financial planning options, SNTs and ABLE accounts, provide opportunities for increased independence, flexibility, and security.

Dynamic markets create many opportunities to review your current situation and re-evaluate your estate planning strategies. Too busy? We can help!

Is cash a "safe haven"? Bank aggregation is available to make investors’ lives simpler and their cash more productive.

In the midst of recent events, the United States legislature has passed the CARES (Coronavirus, Aid, Relief and Economic Security) Act.

Are you finding yourself “stockpiling” your financial resources? A donor-advised fund empowers donors to give in the good times & bad.

Whether you are feeling anxious or confident, here are six things you can do during this recent market downturn and to prepare for the next downturns.

With coronavirus and the volatility of markets like this it is easy to get queasy. We must continue to keep our eyes on the horizon and embrace the swells.

Here are some interesting pieces of data to help us all step back and perhaps see a bigger picture of the financial markets.

COVID-19 has been declared a pandemic by WHO, and the reactions to the virus have caused the financial markets to take a big hit.