CandorPath Financial
@candorpath
We believe the road to financial freedom is paved with realistic information and proactive behavior shared within a client-advisor relationship.
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In our latest Words of Candor, John breaks down why market dips aren’t always a reason to hit pause and how a solid plan can help you stay on track. He also shares perspective on market corrections, bear markets, and more. Read more here: loom.ly/iYEyGaE
Discover the secret behind successful partnerships! Tune in to Above Board Ep 136 with John and Matt as they dive into the dynamic roles of Visionaries and Integrators. 🤝 🎧Listen now: candorpath.com/episodes/visio… #TheAboveBoardPodcast #BusinessGrowth
Find John Kennedy, CFP® insights in the Featured article below on how a late start on retirement planning can be addressed! retirementnews.io/qa/how-can-a-l…
Happy 2-year anniversary, Mackindsay! 🎉 Your positive vibes and hard work have been a huge asset to CandorPath. Here's to celebrating you and all the amazing qualities you’ve brought to our team! Cheers! Help us celebrate Mackindsay today 🥂
🤗Financial date nights are about creating a stronger, more transparent relationship. These conversations spark inspiration and motivation, helping you move in the same direction. Read more on 'Financial Date Nights' here: loom.ly/mZynIQA #FinancialHarmony
🏁Hold regular financial check-ins with your partner and celebrate your progress together. Achieving financial goals should be a reason for joy. Read more on 'Financial Date Nights' here: loom.ly/mZynIQA #FinancialHarmony
💙Financial conversations can be uncomfortable, but prioritizing them can build a stronger relationship. Turn these discussions into engaging dialogues with 'financial date nights.' Read more on this topic here: loom.ly/mZynIQA #FinancialHarmony #FinancialDateNight
Did you know nearly 70% of people aged 65+ will need long-term care? Plan now to protect your finances and ensure quality of life. #AgingPopulation #FinancialPlanning
Did you know nearly 70% of people aged 65+ will need long-term care? Plan now to protect your finances and ensure quality of life. #AgingPopulation #FinancialPlanning
Long-term care isn’t just medical—it’s about living comfortably with support for daily needs. From in-home care to assisted living, it's essential to plan ahead. #Healthcare #LongTermCare
“By failing to prepare, you are preparing to fail.” – Benjamin Franklin. Planning for long-term care is crucial for a secure future. #LongTermCare #PlanningAhead
As College Planning Awareness Month ends, make sure your loved ones are in the loop! From FAFSA tips to 529 plan updates, we've got vital info. Next month, we'll help you master one of our favorite tools - your MyPath dashboard. Let’s make tracking your finances a breeze!
Feeling overwhelmed by the FAFSA application process? You're not alone! Our latest article is here to simplify it for you. Navigating financial aid can be daunting, but we're here to help! Read the full article here 👉 loom.ly/MdqHNAk
📆Planning ahead for student loan repayment is key. Find out how early financial planning can make a difference in managing your student debt effectively! #FinancialPlanning #StudentLoans
🚨 NEW PODCAST ALERT! 🚨 Tune in today as John Kennedy, CFP® dives into the power of building financial confidence through hard work and momentum. John shares valuable insights on achieving financial success and creating generational wealth.
Did you know that you can convert funds from your child's 529 plan into a Roth IRA? It’s possible, but it’s complicated. 📚 Today, Michael Scott, CFA, breaks down how it works. Stay tuned this month for more college savings tips! 💡 #529Plans #RothIRA #CollegeSavings
Tune in to The Above Board podcast for expert advice from our CandorPath tax team -- Matthew Marcoux and Mackindsay Herbert. From essential tips for beginners to strategies for navigating IRS interactions, this episode has everything you need 🎙️ #TalkinTaxes #NewPodcast
🎙️ Ready to conquer stress? Join host John Kennedy on The Above Board podcast for practical tips on managing worry and breaking negative cycles. Enhance your mental well-being today! #MentalHealth #Podcast
🎙️ Explore the latest episode where John Kennedy and Rich unpack the powerful concept of 'being the one' in your inner circle. Discover actionable insights and relatable anecdotes on navigating familial dynamics, setting boundaries, and fostering genuine growth.
Don't overlook the importance of insurance in your financial spring cleaning! Review your coverage and shop around for competitive rates to ensure you're adequately protected. Your peace of mind is worth the effort! 😌 #FinancialSpringCleaning #InsuranceReview
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