Pathworks Financial, Inc.

Many believe investing requires a large sum, but the truth is small, steady contributions can be incredibly powerful. Swipe through to learn more.

It’s not just about how much you invest today but how consistently you do it over time. Let’s build your plan — contact us to get started!

With St. Patrick’s Day on March 17th, we’ve been thinking about all the little signs of good fortune we encounter. Two symbols of luck that came to mind for us were finding a rare four-leaf clover or having a butterfly land on you.

Each one can feel like a small moment of magic, but we’re curious which one says “good luck” to you:

🍀Vote four-leaf clover
🦋Vote butterfly landing

Share your pick in the comments, and let’s see which lucky charm wins this month!

March is full of fascinating moments that pushed boundaries, broke barriers, and even left the solar system. Here are a few standout historical milestones we’re reflecting on this month:

🚀 March 2, 1972 - NASA launched “Pioneer 10,” the first spacecraft to travel beyond the asteroid belt and send back close-up images of Jupiter. It eventually became the first manmade object to leave the solar system.

🪥 March 14, 1833 - Lucy Hobbs, the first woman to become a licensed dentist in the U.S., was born. A true trailblazer, she used her platform to advocate for women’s rights and left a legacy that opened doors for future generations.

✏️ March 30, 1858 - H***n L. Lipman patented the first pencil with an attached eraser. Simple, yet revolutionary, this tiny invention changed how we learn, create, and take notes to this day.

Which of these moments inspires you the most? Let us know in the comments!

Is your credit working for you or against you? In honor of National Credit Education Month, we’re breaking down the credit basics everyone should know. Swipe through for helpful reminders.

Understanding your credit is the first step in making it work for you, not against you. If you’d like to schedule a time to talk about how credit fits into your wealth management goals, give us a call. We are here to help.

Trump Savings Accounts, officially designated as Section 530A accounts, are new tax-deferred investment accounts created for children under age 18. Swipe for an overview of what parents need to know.

As with any long-term investment vehicle, understanding contribution limits, tax treatment, and withdrawal rules is key to determining whether this account aligns with your family’s goals. Reach out anytime for investing guidance from our team.