www.pathview.com
@pathviewwealth.bsky.social
Tax‑smart wealth management designed for your life. Confidence, clarity, and support every step of the way.
Discover how pre-tax, Roth, taxable, and HSAs work together in retirement strategy. Read more: https://pathview.com/tax-efficient-investment-strategy-account-types/ #RetirementPlanning #FinancialEducation #TaxStrategy #LongTermInvesting #RetirementAccounts #PersonalFinance #InvestSmart
February 13, 2026 at 7:00 PM
Discover how pre-tax, Roth, taxable, and HSAs work together in retirement strategy. Read more: https://pathview.com/tax-efficient-investment-strategy-account-types/ #RetirementPlanning #FinancialEducation #TaxStrategy #LongTermInvesting #RetirementAccounts #PersonalFinance #InvestSmart
Retirement planning isn't one-size-fits-all. Learn how pre-tax, Roth, taxable, and HSA accounts work together to manage taxes. Read it here: https://pathview.com/tax-efficient-investment-strategy-account-types/ #RetirementPlanning #WealthAdvisors #RothIRA #PreTaxAccounts #TaxableAccounts
February 12, 2026 at 8:02 PM
Retirement planning isn't one-size-fits-all. Learn how pre-tax, Roth, taxable, and HSA accounts work together to manage taxes. Read it here: https://pathview.com/tax-efficient-investment-strategy-account-types/ #RetirementPlanning #WealthAdvisors #RothIRA #PreTaxAccounts #TaxableAccounts
Today's Pathview carousel covers the new "Senior Bonus" deduction for 65+, its phase-out with rising AGI, and planning tips. https://pathview.com/retirement-tax-planning-strategies-agi-social-security/ #SeniorBonus #TaxPlanning #RetirementStrategy #TaxTips #WealthAdvisors #SeniorTaxBenefits #AGI
February 11, 2026 at 6:01 PM
Today's Pathview carousel covers the new "Senior Bonus" deduction for 65+, its phase-out with rising AGI, and planning tips. https://pathview.com/retirement-tax-planning-strategies-agi-social-security/ #SeniorBonus #TaxPlanning #RetirementStrategy #TaxTips #WealthAdvisors #SeniorTaxBenefits #AGI
Retirees, manage your AGI smartly to beat rising taxes and 2025 deductions. Plan ahead! https://pathview.com/retirement-tax-planning-strategies-agi-social-security/ #RetirementPlanning #TaxStrategy #AGIManagement #SocialSecurity #SeniorFinance #TaxPlanning2025 #SALTdeduction #RetireSmart #IncomeTax
February 10, 2026 at 7:01 PM
Retirees, manage your AGI smartly to beat rising taxes and 2025 deductions. Plan ahead! https://pathview.com/retirement-tax-planning-strategies-agi-social-security/ #RetirementPlanning #TaxStrategy #AGIManagement #SocialSecurity #SeniorFinance #TaxPlanning2025 #SALTdeduction #RetireSmart #IncomeTax
Today we honor Abraham Lincoln’s clarity and honesty. At Pathview Wealth Advisors, we commit to thorough financial and tax planning. Happy Lincoln’s Day! #LincolnsDay #AbrahamLincoln #LeadershipLegacy #FinancialPlanning #WealthAdvisors #HonestLeadership #PurposeDriven #ThoroughWork #FinancialWisdom
February 9, 2026 at 6:01 PM
Today we honor Abraham Lincoln’s clarity and honesty. At Pathview Wealth Advisors, we commit to thorough financial and tax planning. Happy Lincoln’s Day! #LincolnsDay #AbrahamLincoln #LeadershipLegacy #FinancialPlanning #WealthAdvisors #HonestLeadership #PurposeDriven #ThoroughWork #FinancialWisdom
HSAs are quietly powerful: tax‑advantaged contributions, tax‑free growth, and tax‑free qualified medical spend—plus the option to invest unused dollars and reimburse later. Smart planning for healthcare and retirement.
#HSA #HealthSavingsAccount #SmartInvesting #RetirementPlanning #TaxAdvantaged
#HSA #HealthSavingsAccount #SmartInvesting #RetirementPlanning #TaxAdvantaged
February 6, 2026 at 7:00 PM
HSAs are quietly powerful: tax‑advantaged contributions, tax‑free growth, and tax‑free qualified medical spend—plus the option to invest unused dollars and reimburse later. Smart planning for healthcare and retirement.
#HSA #HealthSavingsAccount #SmartInvesting #RetirementPlanning #TaxAdvantaged
#HSA #HealthSavingsAccount #SmartInvesting #RetirementPlanning #TaxAdvantaged
SALT deduction changes are coming in 2026.
More room to itemize may mean more strategy.
Our new post covers what’s changing—and planning tips to consider with your advisor.
Read: https://pathview.com/salt-deduction-cap/
Educational only. Not tax advice.
#TaxPlanning #SALTUpdate #TaxTips #Taxes
More room to itemize may mean more strategy.
Our new post covers what’s changing—and planning tips to consider with your advisor.
Read: https://pathview.com/salt-deduction-cap/
Educational only. Not tax advice.
#TaxPlanning #SALTUpdate #TaxTips #Taxes
February 5, 2026 at 8:01 PM
SALT deduction changes are coming in 2026.
More room to itemize may mean more strategy.
Our new post covers what’s changing—and planning tips to consider with your advisor.
Read: https://pathview.com/salt-deduction-cap/
Educational only. Not tax advice.
#TaxPlanning #SALTUpdate #TaxTips #Taxes
More room to itemize may mean more strategy.
Our new post covers what’s changing—and planning tips to consider with your advisor.
Read: https://pathview.com/salt-deduction-cap/
Educational only. Not tax advice.
#TaxPlanning #SALTUpdate #TaxTips #Taxes
Big news! The 2026 SALT deduction cap rises to $40,400, helping more families itemize and lower taxable income.
Dive deeper: https://pathview.com/salt-deduction-cap/
#TaxUpdates #SALTDeduction #TaxPlanning #PersonalFinance #SALTCap #TaxStrategy #TaxTips #TaxNews #TaxSavings #FinancialPlanning
Dive deeper: https://pathview.com/salt-deduction-cap/
#TaxUpdates #SALTDeduction #TaxPlanning #PersonalFinance #SALTCap #TaxStrategy #TaxTips #TaxNews #TaxSavings #FinancialPlanning
February 4, 2026 at 6:01 PM
Big news! The 2026 SALT deduction cap rises to $40,400, helping more families itemize and lower taxable income.
Dive deeper: https://pathview.com/salt-deduction-cap/
#TaxUpdates #SALTDeduction #TaxPlanning #PersonalFinance #SALTCap #TaxStrategy #TaxTips #TaxNews #TaxSavings #FinancialPlanning
Dive deeper: https://pathview.com/salt-deduction-cap/
#TaxUpdates #SALTDeduction #TaxPlanning #PersonalFinance #SALTCap #TaxStrategy #TaxTips #TaxNews #TaxSavings #FinancialPlanning
High earners 50+, the 2026 retirement catch-up rules changed! If your W-2 wages are $150k+, all catch-up contributions must now be Roth. New limits: $8,000 (50+) & $11,250 (60-63). This affects your tax bill & retirement strategy. Read our latest blog!
#RothCatchUp #RetirementPlanning #HighEarner
#RothCatchUp #RetirementPlanning #HighEarner
February 3, 2026 at 6:01 PM
High earners 50+, the 2026 retirement catch-up rules changed! If your W-2 wages are $150k+, all catch-up contributions must now be Roth. New limits: $8,000 (50+) & $11,250 (60-63). This affects your tax bill & retirement strategy. Read our latest blog!
#RothCatchUp #RetirementPlanning #HighEarner
#RothCatchUp #RetirementPlanning #HighEarner
2026: If you earn $150k+ and are age 50+, catch‑up contributions must be Roth. Limits: $8,000 (50+) and $11,250 (60–63). Plan for the tax impact now. Details: https://pathview.com/2026-roth-catch-up-contribution-rules/
#RothIRA #TaxPlanning #RetirementSavings #CatchUpContributions #TaxStrategy
#RothIRA #TaxPlanning #RetirementSavings #CatchUpContributions #TaxStrategy
February 2, 2026 at 6:01 PM
2026: If you earn $150k+ and are age 50+, catch‑up contributions must be Roth. Limits: $8,000 (50+) and $11,250 (60–63). Plan for the tax impact now. Details: https://pathview.com/2026-roth-catch-up-contribution-rules/
#RothIRA #TaxPlanning #RetirementSavings #CatchUpContributions #TaxStrategy
#RothIRA #TaxPlanning #RetirementSavings #CatchUpContributions #TaxStrategy
Still time to fund your 2025 IRA—deadline April 15, 2026. We’ll help you choose Traditional vs. Roth and plan around taxes. pathview.com
#IRA #RetirementPlanning #IRATips #RetirementGoals #TaxPlanning #WealthBuilding #RothVsTraditional #InvestSmart #RetirementSavings #MoneyMatters
#IRA #RetirementPlanning #IRATips #RetirementGoals #TaxPlanning #WealthBuilding #RothVsTraditional #InvestSmart #RetirementSavings #MoneyMatters
January 30, 2026 at 8:01 PM
Still time to fund your 2025 IRA—deadline April 15, 2026. We’ll help you choose Traditional vs. Roth and plan around taxes. pathview.com
#IRA #RetirementPlanning #IRATips #RetirementGoals #TaxPlanning #WealthBuilding #RothVsTraditional #InvestSmart #RetirementSavings #MoneyMatters
#IRA #RetirementPlanning #IRATips #RetirementGoals #TaxPlanning #WealthBuilding #RothVsTraditional #InvestSmart #RetirementSavings #MoneyMatters
Withdrawal order: Taxable → Pre‑Tax (IRA/401k) → Roth (tax‑free).
Why it helps: flexibility, capital‑gains treatment, and preserving tax‑advantaged growth.
Next step = which positions to sell while keeping allocation on target. We can help.
Educational only; not advice.
#TaxAdvantagedGrowth
Why it helps: flexibility, capital‑gains treatment, and preserving tax‑advantaged growth.
Next step = which positions to sell while keeping allocation on target. We can help.
Educational only; not advice.
#TaxAdvantagedGrowth
January 29, 2026 at 8:00 PM
Withdrawal order: Taxable → Pre‑Tax (IRA/401k) → Roth (tax‑free).
Why it helps: flexibility, capital‑gains treatment, and preserving tax‑advantaged growth.
Next step = which positions to sell while keeping allocation on target. We can help.
Educational only; not advice.
#TaxAdvantagedGrowth
Why it helps: flexibility, capital‑gains treatment, and preserving tax‑advantaged growth.
Next step = which positions to sell while keeping allocation on target. We can help.
Educational only; not advice.
#TaxAdvantagedGrowth
Can you retire at 60 with $1.2M? It depends on your withdrawal rate, tax strategy, and Social Security timing. Read more: https://pathview.com/retiring-at-60-with-1-2-million/
Pathview Wealth Advisors | San Diego & nationwide
#RetirementPlanning #FinancialFreedom #RetireAt60 #MoneyMatters
Pathview Wealth Advisors | San Diego & nationwide
#RetirementPlanning #FinancialFreedom #RetireAt60 #MoneyMatters
January 28, 2026 at 6:00 PM
Can you retire at 60 with $1.2M? It depends on your withdrawal rate, tax strategy, and Social Security timing. Read more: https://pathview.com/retiring-at-60-with-1-2-million/
Pathview Wealth Advisors | San Diego & nationwide
#RetirementPlanning #FinancialFreedom #RetireAt60 #MoneyMatters
Pathview Wealth Advisors | San Diego & nationwide
#RetirementPlanning #FinancialFreedom #RetireAt60 #MoneyMatters
Working with a fee-only financial planner can help align these variables with tax‑efficient investing and long-term retirement longevity.
January 28, 2026 at 2:00 AM
Working with a fee-only financial planner can help align these variables with tax‑efficient investing and long-term retirement longevity.
Your optimal withdrawal strategy should reflect your lifestyle goals, spending habits, and complete financial picture.
January 27, 2026 at 10:00 PM
Your optimal withdrawal strategy should reflect your lifestyle goals, spending habits, and complete financial picture.
Thinking about financing a new vehicle? The new OBBBA rules may allow up to $10,000 in auto loan interest deductions! Check our blog for details: https://pathview.com/auto-loan-interest-tax-deduction-what-you-need-to-know/ Contact us for help!
#CarLoanTips #FinanceYourCar #OBBBA #TaxDeductions
#CarLoanTips #FinanceYourCar #OBBBA #TaxDeductions
January 27, 2026 at 7:00 PM
Thinking about financing a new vehicle? The new OBBBA rules may allow up to $10,000 in auto loan interest deductions! Check our blog for details: https://pathview.com/auto-loan-interest-tax-deduction-what-you-need-to-know/ Contact us for help!
#CarLoanTips #FinanceYourCar #OBBBA #TaxDeductions
#CarLoanTips #FinanceYourCar #OBBBA #TaxDeductions
This deduction is a below‑the‑line benefit, helping lower your tax liability without affecting your adjusted gross income.
January 27, 2026 at 12:00 AM
This deduction is a below‑the‑line benefit, helping lower your tax liability without affecting your adjusted gross income.
The OBBBA tax law changes introduced a meaningful opportunity for taxpayers: the Auto Loan Interest Tax Deduction, which allows you to deduct up to $10,000 in interest paid on an auto loan through 2028.
January 26, 2026 at 10:00 PM
The OBBBA tax law changes introduced a meaningful opportunity for taxpayers: the Auto Loan Interest Tax Deduction, which allows you to deduct up to $10,000 in interest paid on an auto loan through 2028.
Big update from the OBBBA: Deduct up to $10k on interest for qualifying U.S.-assembled auto loans! Check out how this can impact your 2026 taxes! https://pathview.com/auto-loan-interest-tax-deduction-what-you-need-to-know/
#TaxBreaks #AutoLoanSavings #TaxTips #TaxStrategy #TaxDeduction #SmartMoney
#TaxBreaks #AutoLoanSavings #TaxTips #TaxStrategy #TaxDeduction #SmartMoney
January 26, 2026 at 7:00 PM
Big update from the OBBBA: Deduct up to $10k on interest for qualifying U.S.-assembled auto loans! Check out how this can impact your 2026 taxes! https://pathview.com/auto-loan-interest-tax-deduction-what-you-need-to-know/
#TaxBreaks #AutoLoanSavings #TaxTips #TaxStrategy #TaxDeduction #SmartMoney
#TaxBreaks #AutoLoanSavings #TaxTips #TaxStrategy #TaxDeduction #SmartMoney
Money is powerful — but only when used intentionally. By viewing it as a utility rather than a trophy, you can make better decisions, reduce stress, and live a fulfilling life.
January 24, 2026 at 1:00 AM
Money is powerful — but only when used intentionally. By viewing it as a utility rather than a trophy, you can make better decisions, reduce stress, and live a fulfilling life.
Define what “enough” looks like and build a plan that supports your goals. Whether it’s retiring early, traveling with family, starting a business, or giving back, your financial strategy should reflect your vision.
January 23, 2026 at 9:00 PM
Define what “enough” looks like and build a plan that supports your goals. Whether it’s retiring early, traveling with family, starting a business, or giving back, your financial strategy should reflect your vision.
Thinking about a bigger, early push into a 529? It’s a straightforward way to get ahead. We’ll help you see the potential growth and whether it fits your overall plan.
Contact us to run the numbers.
Contact us to run the numbers.
January 23, 2026 at 8:00 PM
Thinking about a bigger, early push into a 529? It’s a straightforward way to get ahead. We’ll help you see the potential growth and whether it fits your overall plan.
Contact us to run the numbers.
Contact us to run the numbers.
True fulfillment comes from aligning wealth with purpose, not just accumulating assets.
January 23, 2026 at 1:00 AM
True fulfillment comes from aligning wealth with purpose, not just accumulating assets.
Ambition and financial success are positive, but when money becomes the sole measure of achievement, it can lead to burnout and dissatisfaction. The pursuit of “more” often lacks a finish line.
January 22, 2026 at 11:00 PM
Ambition and financial success are positive, but when money becomes the sole measure of achievement, it can lead to burnout and dissatisfaction. The pursuit of “more” often lacks a finish line.
Many people fall into the trap of treating money as the ultimate goal — something to accumulate endlessly or measure success by. But money isn’t the goal. It’s a tool.
January 22, 2026 at 9:00 PM
Many people fall into the trap of treating money as the ultimate goal — something to accumulate endlessly or measure success by. But money isn’t the goal. It’s a tool.