OnPath Financial @OnPathFinancial

Independent financial advisors in St. Charles, IL; Securities offered through LPL Financial, Member SIPC. https://t.co/Q8nbQzYXjU. onpathfinancial.com/founders/ St. Charles, IL Joined June 2011

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OnPath Financial @OnPathFinancial

2 days ago

💼 Profits are just the beginning—wealth is the goal. Check out these tips, designed for high-earning business owners ready to take their financial strategy to the next level. 💡 #BusinessGrowth #WealthBuilding #EntrepreneurTips #Fi tinybfs.com/t/RdbzPh

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OnPath Financial @OnPathFinancial

3 days ago

To everyone celebrating, may your year be filled with health, happiness, and hope. Shana Tova!

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OnPath Financial @OnPathFinancial

4 days ago

Crisp air, colorful leaves, and a fresh start—happy first day of fall!

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OnPath Financial @OnPathFinancial

a week ago

Here is what the most successful families are doing to facilitate healthy family dynamics and grow their wealth across generations. tinybfs.com/t/X4zxFt

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OnPath Financial @OnPathFinancial

2 weeks ago

Today we pause to remember the lives lost and the heroes who rose on 9/11. We will never forget.

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OnPath Financial @OnPathFinancial

2 weeks ago

Life constantly changes. The insurance coverage that appeared adequate several years ago may now fall short, especially as your family expands and your circumstances evolve. Here's how to know when to revise. advisorstream.com/read/the-impor…

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OnPath Financial @OnPathFinancial

4 weeks ago

Many would have us believe that the difference between financial success and failure depends on our choice to buy a latte. But it likely doesn't. These are the 5 big decisions in your life that can actually make or break you. advisorstream.com/read/forbes/mo…

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OnPath Financial @OnPathFinancial

4 weeks ago

While the kids head back to class, it’s time to revisit your retirement goals. 🏖️ Are you on track? 📊 Are your investments aligned? Let’s schedule a check-in! onpathfinancial.com/contact-us/

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OnPath Financial @OnPathFinancial

a month ago

FAFSA opens October 1st—are you ready? 📅 Mark your calendar 📝 Gather your documents ❌ Avoid common mistakes

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OnPath Financial @OnPathFinancial

a month ago

Credit cards can be a tool—not a trap. ✅ Pay in full ✅ Keep utilization low ✅ Monitor your score Share this with a student heading to college! 🎓

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OnPath Financial @OnPathFinancial

a month ago

The FTC has issued an alert about scammers calling students and parents and pretending to be from the school’s financial aid or bursar’s office. advisorstream.com/read/forbes/mo…

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OnPath Financial @OnPathFinancial

a month ago

It’s quiz time! 🧠 #BackToSmart

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OnPath Financial @OnPathFinancial

2 months ago

✂️ Save more on school supplies with these hacks: 🛒 Shop your home first 📦 Buy in bulk 💳 Use cashback apps What’s your go-to savings tip?

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OnPath Financial @OnPathFinancial

2 months ago

Thinking about college costs? A 529 plan can help you save smarter—with tax advantages! 🎓 Start early 💸 Contribute regularly 📈 Let it grow

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OnPath Financial @OnPathFinancial

2 months ago

Waiting until tax filing season could mean paying more taxes than required. Learn more about 7 key steps you can take to save you money at tax time. advisorstream.com/read/forbes/mo…

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OnPath Financial @OnPathFinancial

2 months ago

Back-to-school shopping can bust your budget. Here’s how to stay on track with a simple 3-step plan: 1️⃣ Set a spending limit 2️⃣ Prioritize needs vs. wants 3️⃣ Track every purchase

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OnPath Financial @OnPathFinancial

2 months ago

It’s not just the kids going back to school this month—your finances are too! 🎒 Join us this month for smart money tips to sharpen your financial future. Let’s get #BackToSmart!

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OnPath Financial @OnPathFinancial

2 months ago

Adult children with aging parents and kids at home feel burdened and face fears about their elders running out of money. advisorstream.com/read/forbes/mo…

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OnPath Financial @OnPathFinancial

2 months ago

Scaling dunes and making memories! 🏞️ Managing Partner David Kujawa, his wife Vicki, and his mom Sandy Switzer (birthday girl! 🎉) took on the Sleeping Bear Dunes Climb in Northern Michigan—and the views were as unforgettable as the company. #SummerSelfie

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OnPath Financial @OnPathFinancial

3 months ago

Get market insights from #LPLResearch on what they believe is in store for the rest of 2025 and what it may mean for portfolios. #LPLMidyearOutlook onpathfinancial.com/midyear-outloo…