Why Retirement Risk Management Must Be Personalized
Ryan Kittredge, ClearPath Financial Partners, discusses how individuals approaching retirement should assess and manage investment risk within their portfolios. He looks at the subjective nature of risk, emphasizing volatility and the importance of diversification. Kittredge highlights a recent trend of pre-retirees being more heavily invested in stocks than in the past, often due to market […]
Roth vs. Traditional IRA: When a Roth Conversion Makes Sense
Ryan Kittredge, ClearPath Financial Partners, discusses the key differences between traditional IRAs and Roth IRAs, and when it may be beneficial to consider a Roth conversion. Roth conversions involve moving funds from a traditional IRA or 401(k) to a Roth IRA, which requires paying taxes on the converted amount upfront. Many investors balk when they […]
How to Bridge the Gap When Buying and Selling a Home
On this edition of The ClearPath Financial podcast, Ryan Kittredge, President and Financial Advisor, discussed strategies for homebuyers who want to purchase a new home before selling their current home. A Home Equity Line of Credit (HELOC) can be a good option to bridge the gap between buying a new home and selling the current […]
Trusts and Trustees: What You Need to Know Before Saying Yes
Ryan Kittredge and Molly Brown break down the real responsibilities of being a trustee, how family dynamics come into play, and why getting it wrong can cost you.
Ryan Kittredge on The Runway to Retirement
Ryan Kittredge, ClearPath Financial Partners, talks to us about the runway to retirement. When do people start working with a financial planner? How long do I have and when does retirement planning happen?
Ryan Kittredge on Navigating Investments in 2025: Balancing Risk and Reward
Ryan Kittredge, ClearPath Financial Partners, talks to us about our investments and what we should be looking at in 2025. 2024 for most people was pretty good. The market is going well, the value of people’s homes and 401Ks is up. That has shown in more spending. Ryan talks about people taking risks in different […]
A Clear Path to Estate Planning
Ryan Kittredge and Molly Brown of ClearPath Financial Partners talk about Estate Planning. Brown looks at it from the viewpoint of how it affects you and your family, the human side of estate planning. She says it’s not only just about the assets and taxes but about the people and who they are today and […]
Real Estate: Love It or Leave It? Insights on Property Investment with Ryan Kittredge and Jim Black
On this edition of the ClearPath Financial Partners podcast Ryan M. Kittredge, CFP®, ChFC® President, Financial Advisor is joined by Jim Black, Founder of The Jim Black Group in Auburn. Ryan speaks with Jim about real estate investing. Ryan points out that people tend to fall in love with real estate investing or they don’t […]
Ryan Kittredge Discusses Inheritance Planning and Family Dynamics on ClearPath Financial Partners Podcast
On this edition of the ClearPath Financial Partners podcast, President Ryan Kittredge, talks about inheritance and how you handle that. From both the parents and loved ones perspective. Including who in the family is given the task of making sure wishes are properly carried out. Ryan says in these cases a little preplanning can go […]
Strategies to Tackle Skyrocketing College Costs
The cost of college is out of this world. Ryan M. Kittredge, CFP®, ChFC® President, Financial Advisor, at ClearPath Financial Partners gives us advice on how to prepare. Some people are planners and they may start investing the day the child is born. That’s not most of us. Young parents have a lot on their […]