New Year Financial Reset: Tax Planning, Investing, and Goal Setting Tips from ClearPath Financial Partners

ClearPath Financial Partners’ Ryan Kittredge and Zawada Insurance’s Andrew Zawada discuss why risk management is a critical piece of every financial plan. From rising auto insurance costs to the dangers of minimum coverage limits, they explain how working with an independent agency and selecting the right deductibles can protect assets and future financial security.

ClearPath Financial Partners President Ryan Kittredge joined Talk of the Commonwealth to discuss Amazon’s recent layoffs and the broader economic forces at play. While AI is influencing productivity, Kittredge said the real driver is post-pandemic normalization following years of overhiring fueled by stimulus and low interest rates.

ClearPath Financial Partners President Ryan Kittredge joined Hank Stolz on Talk of the Commonwealth to discuss the economic impact of the government shutdown. Kittredge said the short-term effect on individuals is limited, but an extended shutdown could shake investor confidence and increase market risk. Despite uncertainty, he remains optimistic about the economy, citing strong earnings and possible interest rate cuts.

If you hit the jackpot, what comes next? Ryan Kittredge, President of ClearPath Financial Partners, joined Talk of the Commonwealth with advice for new Mega Millions or Powerball winners. His top recommendation: be patient, avoid big changes in the first months, and build a trusted team of three professionals—a financial advisor, a CPA, and an attorney skilled in setting up blind trusts. Kittredge warns against “undue risk” and suggests sticking with proven wealth-preserving strategies like high-yield savings, CDs, and index funds. He also cautions winners to be mindful of personal requests for money, which can create financial and emotional pitfalls.

Ryan Kittredge of ClearPath Financial Partners emphasizes that retirement investment strategies should be personalized, not dictated by age-based rules. He notes that while some clients may hold only 30% in stocks and others 90%, both can be equally appropriate depending on income sources, withdrawal needs, and risk tolerance.

Financial advisor Ryan Kittredge breaks down the key differences between Traditional and Roth IRAs and shares why certain retirees may benefit from a Roth conversion before claiming Social Security.

ClearPath Financial shares tips for buying a new home before selling your current one, including HELOCs, securities-backed loans, and key prep strategies.

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 M. Kittredge shares expert advice on managing pensions, 401Ks, IRAs & more in the crucial 3-5 years before retirement.

Ryan Kittredge of ClearPath Financial discusses 2025 investment strategies, balancing risk vs. reward, and diversifying across asset classes to align with your financial goals.