Clearpath Financial

Alisa's birthday is off to the races! 🏇🌹 A true Renegade with the Right To Party; always So Happy, working at Six Speed, and bringing that Golden Tempo. From Litmus Test to Incredibolt days, she stays Potente, Intrepido, and ready for the winner's circle.

Happy Birthday, Tuffy! The Big Picture Thinker himself — leading well, showing up fully, and reminding us that the best moments aren't just in the work, but in the people you get to do it with. Grateful for you and the way you lead. Hope it's been a great one!

Nick just passed his Series 7 — and if you know him, this comes as no surprise. He puts in the work, asks the right questions, and never settles for surface-level answers. Proud to have him on the Clearpath team.

We didn't expect to be part of the #pinksnailmigration… but here we are 🐌😂

How cyber savvy are you? No matter where you rank, learn how to defend yourself and safeguard your assets: raymondjamesconnect.com/tu2eJ5

Every strong financial plan needs a little bit of each 👇 At Clearpath, we all bring something different to the table - and that’s what makes it work.

If you see this 🚧… don't turn around! We are still here! The road construction out front might look intense, but getting to us is still super easy: ➡️ Just swing over to Massie Ave ➡️ Skip the mess We've got a clear path waiting for you!

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift affect your tax picture can help you plan ahead. Explore the key factors to keep in mind: raymondjamesconnect.com/tS4j63

Help young investors build confidence by understanding the fundamental tools and strategies that support long‑term financial success. Explore this primer highlighting key concepts from stocks and bonds to investing styles like value and growth: raymondjamesconnect.com/tQq2FU

With nearly 40% of U.S. workers not on track to maintain their lifestyle in retirement, employers have an opportunity to play a pivotal role in improving long‑term outcomes. raymondjamesconnect.com/t313_p

Budget Bridget is back - This week she's tackling one of the biggest reasons people feel like their budget "isn't working." It's often because of irregular expenses. These are the costs that don't happen every month — but they always show up eventually. EX: Car repairs

Equity futures point to a lower opening. Crude oil surges past the $100 per barrel its highest level since mid-2022. Oil prices and the conflict in Iran were the main contributor to the major averages finishing lower. Read more in the Morning Brew. raymondjamesconnect.com/tkUOyT

Does your career legacy align with your personal values? Think about these ideas to create a meaningful legacy:

Financial wisdom starts early. The habits kids learn today can shape their relationship with money as adults. From saving coins in a jar to understanding debt, explore 10 age-specific lessons for guiding your children toward lifelong financial success raymondjamesconnect.com/ta4sr_

🌟 What Bridget Wants You to Know You don't fail at budgeting because: you overspent one weekend an unexpected expense popped up your month didn't go exactly as planned That's real life — not failure. "One good decision can reset your momentum."

Investing in emerging technology can be exciting. Learn about the potential benefits and risks of investing in AI: raymondjamesconnect.com/thBVi1

When the unexpected hits, quick access to liquidity matters. Here's how your business can leverage a securities-based line of credit in the event of emergency: raymondjamesconnect.com/tC8Pd2

Behind every great plan is a great team. Proud of this crew and thankful for the trust our clients place in us each day.

This article explores ways families can create meaningful traditions to stay connected and find comfort after loss. As my client, you have access to a complimentary Cariloop account. Go to plan.cariloop.com/enrollment/ray… Enter my name, email address and code: RJLP raymondjamesconnect.com/tDi5NH