Straight Path Wealth Management

Retiring in the next 7 years?

This is the stage where the questions start to change.

It’s no longer simply, “How do I keep growing my money?” It becomes, “How do I turn what I’ve saved into income and protect my lifestyle if markets are down?”

In our latest video, we’re breaking down what we refer to as the retirement “risk zone” and why the years leading up to retirement can be so important for your portfolio, income strategy, taxes, and long-term confidence.

Watch the full video below!

Retiring Within 7 Years? This Is the Risk Zone If you’re retiring within 7 years, you may be entering one of the m...

Introducing our Wealth Advisor Intern, Ashton Anderson, who joined Straight Path Wealth Management in May 🎉

Ashton is currently a senior at the University of Wisconsin–Madison pursuing a degree in Financial Planning with minors in Entrepreneurship and Business. During his internship, he is supporting our advisors and gaining hands-on experience through a variety of financial planning and client service projects.

We’re excited to have Ashton learning alongside our team this summer and look forward to being part of his journey as he works toward a career in financial planning and his CFP® designation!

Many people assume Social Security benefits are based solely on their own work history. In reality, your spouse, ex-spouse, or even a deceased spouse may have a significant impact on the benefits you're eligible to receive.

In our latest blog, we cover:
✅ How spousal benefits are calculated
✅ Social Security after divorce
✅ Widow and survivor benefit rules
✅ Common filing mistakes to avoid
✅ Planning opportunities to help maximize retirement income

Read the full article below!

How Your Spouse Affects Your Social Security Benefit Your Social Security benefit may depend on more than just your own earnings record. Whether you're married, divorced, widowed, or planning for retirement with a spouse, understanding the rules can have a significant impact on your lifetime retirement income. Explore how spousal, divorced spouse, and...

Wrapping up another busy tax season with some well-earned team time. 🎉

After months of hard work, our team spent the afternoon in downtown Grand Rapids enjoying lunch together, followed by an interactive game show experience at the Grand Rapids Game Show. From Jeopardy and Wheel of Fortune to Family Feud and team challenges, it was a fun way to unwind, connect, and celebrate the dedication our team brings throughout tax season each year.

We’re grateful for a team that works hard, supports one another, and knows how to have a little fun along the way!