Preparing for an Early or Unexpected Retirement
Submitted by BrightPath Wealth Planning, LLC on September 2nd, 2020More Americans are retiring earlier than you might think
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We partner with clients to shed light on their path ahead and confidently take steps towards their best life. BrightPath Wealth Planning is an independent fee-only financial planning and investment advisory firm. Independent means firm is owned by Pete Kozak, the advisor who works directly with our clients. Fee-only means we only get paid by clients for our advice and expertise. So, we never accept commissions from the sale of investments or insurance products. As a member of Buckingham Strategic Partners, we combine boutique service and institutional resources. We believe in being transparent, resourceful and passionate experts.
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Pete Kozak, CFP® combined his wealth management experience, expertise and enthusiasm into BrightPath Wealth Planning LLC to help clients make the most of money and life.
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Investing in Single Family Homes
Submitted by BrightPath Wealth Planning, LLC on July 11th, 2018When looking for an investment, many people are turning to real estate. There are a variety of ways to invest in real estate, though one of the most popular ways to invest is by purchasing income-producing property. This can be done through the purchase of multi-family apartments, commercial/retail property, or single-family homes.
Life Insurance and the Single Parent
Submitted by BrightPath Wealth Planning, LLC on February 14th, 2018The decision making process for single parents begins with the traditional question of determining how much life insurance is the right amount. The simple answer to how much life insurance is enough is quite simple. It depends.
So, the first question that you might ask is, “Depends on what?” That’s easy.
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