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

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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

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

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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.

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

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.

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

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.

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.

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.

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.

Education and retirement planning in one conversation? With OBBBA changes to 529s, you can get closer. We break down what’s new and how to use it—especially if you’re in CA where state treatment matters.

https://pathview.com/529-plans-2026-expanded-benefits/

#EducationSavings #FeeOnlyFiduciary

When you view money as a utility, you start asking better questions:

- What do I want my life to look like?
- What experiences matter most to me?
- How can my financial resources support those priorities?