2022-12_We're Here for Your Friends and Family This Holiday Season

We’re Here for Your Friends and Family This Holiday Season

We’re Here for Your Friends and Family This Holiday Season By Henry Zupko, MBA, CFP®  While the holidays are a time of joy, magic, and hope, for many it can also be a time of worry and stress. This time of year often brings a financial burden along with all the extra spending. During a “normal” year, this additional spending can usually be managed, but this year has been anything but normal. With all that 2022 has thrown at us in terms of high inflation, supply chain issues, and stock market volatility, it’s understandable if you are feeling more stress …

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2022-11_Our Process and What We Do Different

Our Process and What We Do Different

Our Process and What We Do Different By Oscar Casas, MS, CFP® Retirement should be a time of rest and recreation. You may wish to do many things in your retirement years—travel, take up a new hobby, or visit family—but the last thing you want to do is spend your days worrying about whether or not your money will last or if you’ve taken the right steps to protect your wealth. Instead, you should be enjoying this time, confident that all the work you put in during your working years will continue to pay off. At Tranquility Path Investment Advisors, …

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2022-10_What To Do If You Are Laid Off

What to Do if You Get Laid Off

What to Do if You Get Laid Off By Henry Zupko, MBA, CFP®  With unemployment rates at 3.5%, the fear of getting handed a pink slip has plummeted in most industries. But that doesn’t mean layoffs, downsizing, or mergers will never happen. And unfortunately job loss is something that can still happen, even during times of low unemployment rates. Even if business is booming, it doesn’t hurt to have a plan in place should you ever face a layoff. Here are 8 tips on how to prepare. 1. Check Those Details If you are laid off, the last thing you …

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See What Clients Are Saying About Us

See What Clients Are Saying About Us!

See What Clients Are Saying About Us! By Oscar Casas, CFP®, CRPC®, MPAS®, ABFP℠ and Henry Zupko, MBA, CFP®  Finding a professional you can trust to help you navigate your financial worries and hopes is no small task. Whatever motivated you to consider seeking help, we want you to know that we at Tranquility Path Investment Advisors are your advocates. We are dedicated to putting you first, always, and strive to guide you toward a strong financial future, tailoring our services to your unique needs.  But you don’t have to just take our word for it. Recently we asked our …

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What You Need to Know About Student Loan Forgiveness5

Student Loan Forgiveness Plan of 2022: What You Need to Know

Student Loan Forgiveness Plan of 2022: What You Need to Know By Oscar Casas, CFP®, CRPC®, MPAS®, ABFP℠  With the announcement of the new student loan forgiveness plan, many are anticipating relief for some of their student loan debt. What may not be top of mind is how to maximize those potential savings. As we explore the criteria for who may benefit from the recently announced student loan forgiveness plan, let’s also take a look at ways to turn those savings into more.  Requirements for Forgiveness The plan will provide up to $20,000 of debt forgiveness for students who receive …

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Understanding the Different Streams of Post-Retirement Income

Understanding the Different Streams of Post-Retirement Income

Understanding the Different Streams of Post-Retirement Income By Oscar Casas, CFP®, CRPC®, MPAS®, ABFP℠  If you’re nearing retirement, you likely have robust savings in different accounts and perhaps a pension plan lined up for when you retire. The next crucial step to ensure you get the most out of your savings and maximize your income in retirement is creating an income plan. Each source of income has vastly different tax implications and payouts, which can mean your retirement income will come from different sources as you age. Pension plans and Social Security incentivize waiting until a certain age to get …

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