Have you been wondering, “When should I start taking my Social Security?”

The “right” answer to this common question depends on a wide array of personal variables. It depends on how Congress acts. It depends on how the unknowable future plays out.

Let’s take a closer look at how to find the right balance for you.

There are many planning strategies you can take before the year ends to help potentially reduce your 2022 tax liability and maximize your financial plan as we move into 2023. Most investment-related strategies must be complete by December 31, 2022, so it is important to act now.

529 College Savings Plans are a popular way to provide for your child’s college education. However, myths about these plans exist and prevent families from understanding the full value of this tool. If you’re seeking to be more prepared for your child’s college costs, don’t let these myths stop you.

Any good business has a plan and strategy. Yet most Americans have no personal retirement plan in place. A good plan will focus you on what you need to do today and help you understand risks so you have a better chance of achieving your goals tomorrow.

Here's what we know now about 2021 tax changes - how can you optimize now?

Finding balance is often a difficult thing. On the surface, it sounds so simple but within many areas of life, it can be very elusive. Take some time to think about how you can take those next steps to find contentment, confidence, and financial freedom with the resources under your care.

We are all limited by our own behavior that may not be rational. When we are aware of our tendencies and we have the right checks in place, we can implement the necessary measures to avoid making costly mistakes.

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.

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