Greg Brown, CFP®

Certified Financial Planner™ and founder of Pathway Financial. I help Ford employees untangle the complexity in their finances and make the most of their money.

[Greg Brown, CFP® @GregAdviser]

A family creates a trust. Signs the documents. Feels good about it. But they never retitle the house or the bank accounts into the trust's name. When it's time for the trust to do its job — it can't. Estate planning is a system, not a single document. https://t.co/GHNtCNB9kW

[Greg Brown, CFP® @GregAdviser]

Quick gut check: Do you know who's listed as beneficiary on your retirement accounts right now? Not who you'd want it to be — who's actually on the form. In most cases, beneficiary designations supersede your will. https://t.co/E869hWmhHx

[Greg Brown, CFP® @GregAdviser]

Not sure where to start with your Social Security decision? This guide includes a simple decision flowchart that walks you through the key questions — so you can approach your filing decision with more clarity and confidence. Take a look! https://t.co/HOzaDt52Nn

[Greg Brown, CFP® @GregAdviser]

Markets feel uncertain right now. But uncertainty is part of investing. Here’s what matters most in moments like this. https://t.co/Em6VWhUHvI

[Greg Brown, CFP® @GregAdviser]

Thinking about when to file for Social Security? The answer depends on more factors than many people realize — income, marriage, health, whether you're still working. This quick guide helps you think through what matters most for your situation. https://t.co/Y25MPkjlrW

[Greg Brown, CFP® @GregAdviser]

Q1 gave investors a reminder: markets don’t move up in a straight line. Between geopolitical tension, rising oil prices, and persistent inflation, we saw a meaningful pullback across major indexes. The bigger question now is what comes next? https://t.co/4UmJ3RPLRr

[Greg Brown, CFP® @GregAdviser]

Here’s a simple flowchart to help break down Social Security claiming rules. Read now! https://t.co/aJMscc7Wd9

[Greg Brown, CFP® @GregAdviser]

Pullbacks feel uncomfortable. They’re also normal. Here’s what history suggests about what may come next. https://t.co/AljL9xr2Pm

[Greg Brown, CFP® @GregAdviser]

Many retirees underspend, not because they need to, but because they’re afraid of making the wrong decision at the wrong time. When retirement is framed as one long, steady chapter, the stakes feel high. Spend too much now and you worry about later. https://t.co/qGPbheBqrf

[Greg Brown, CFP® @GregAdviser]

There's a ”Social Security elephant” in the room that most people avoid talking about — when, why, and how should you actually file? This guide walks you through it step by step. Check it out! https://t.co/amOp2KOcfz

[Greg Brown, CFP® @GregAdviser]

Markets just had their worst Q1 since 2022. Is this a normal pullback or something more? I broke it down into a quick 5-minute read. https://t.co/j8A4UL3G6r

[Greg Brown, CFP® @GregAdviser]

Early retirement often brings momentum. Mid-retirement brings rhythm. Later years shift toward stability and care. Does your financial plan adjust as life does. https://t.co/IFhk8iUFEc

[Greg Brown, CFP® @GregAdviser]

One of the top retirement fears is running out of money. But what if the bigger risk is holding back too much in the years you’re healthiest and most active. https://t.co/9mwsLrfLWS

[Greg Brown, CFP® @GregAdviser]

Retirement isn’t one long, steady chapter. Research shows it often unfolds in three distinct phases, each with different spending patterns and priorities. Are you planning for one version of retirement, or all three. https://t.co/cqRpMHeIg3

[Greg Brown, CFP® @GregAdviser]

Tax rules change every year. What you learned five years ago might not apply today. This 2-minute quiz is a simple way to check your assumptions and see where a quick refresh could help. https://t.co/STupvu6mvk

[Greg Brown, CFP® @GregAdviser]

Tax confidence is not about knowing everything. It’s about knowing what questions to ask. This 7-question quiz is a simple place to start. https://t.co/8OxvGYtq3w

[Greg Brown, CFP® @GregAdviser]

You may already know more than you think or less than you expect. A quick quiz can clarify that. Take the quiz today. https://t.co/X4HIHC8ECg

[Greg Brown, CFP® @GregAdviser]

What do divorce, inheritance, caregiving, job changes, and retirement have in common? They're all moments when emotions run high—and financial mistakes can follow. My latest newsletter breaks down all five. Worth a read if any of these are on your radar. https://t.co/wezWzUn8ab

[Greg Brown, CFP® @GregAdviser]

Retirement isn't a finish line. It's a number of important decisions: when to claim Social Security, which accounts to tap, how to make the money last. That's one of five crossroads in this month's newsletter. The other four might surprise you. https://t.co/nX5TdH2ISk

[Greg Brown, CFP® @GregAdviser]

About two-thirds of wealthy parents haven't told their kids what they're inheriting. So when the money arrives, it comes with grief, confusion, and zero instructions. That's how windfalls can turn into missed opportunities. https://t.co/i5I1TOsGv6