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Brittany Lawton | Nov 13, 2025

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

Estate Planning
Family
Health
Disability
Insurance
Risk Management

These conversations aren’t easy.

Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe

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Brittany Lawton | Nov 6, 2025

What Recent Inflation Signals Mean for Financial Planning

Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management

Inflation has been the boogeyman of the economy for months.

Sticky prices. Rising gas costs. A looming rate hike.

The latest report provided useful data for

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Brittany Lawton | Oct 30, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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Brittany Lawton | Oct 23, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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Brittany Lawton | Oct 16, 2025

Rethinking Retirement: Why True Wealth Is More Than Money

Retirement
Lifestyle
Health
Family

You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.

But here’s the

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Brittany Lawton | Oct 9, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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Pachira Wealth Management | Oct 2, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Pachira Wealth Management | Sep 25, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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Pachira Wealth Management | Sep 18, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

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Pachira Wealth Management | Sep 17, 2025

Preparing for Life’s Unexpected Transitions – Financial Planning for Women Facing Change

Retirement
Retirement
Women
Life Changes
Divorce
Widow
Careers
Life’s biggest changes, whether expected or unforeseen, are easier to navigate with the right guidance. At Pachira Wealth Management, we partner with women
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Pachira Wealth Management | Sep 16, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Tax Planning
Family
Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one

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Pachira Wealth Management | Sep 11, 2025

The Smart Woman’s Guide to Navigating Market Volatility

Investments
Savings
Finance
Women are strong financial planners, but common investing missteps can hold them back. At Pachira Wealth Management, we help women turn their strengths into
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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

Phone: (518) 608-1110
Email: hello@pachirallc.com

3 Lear Jet Lane, Suite 201N
Latham, NY 12110

885 Gold Hill Road, Suite 231
Fort Mill, SC 29708

   

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