We work with clients and families to help them plan for an affordable college experience, one that doesn’t stress parents out or leave students with crippling debt. To help with this process, we really want to dig into the wide range of college options available… and how to narrow in on colleges where your student should apply.
If you have a belief that money is complicated, or you feel clueless about how money works, hopefully the tips below will help you feel more in control and more educated on your finances. Plus, they should make your life easier!
In the financial planning world, “legacy” often means leaving behind a financial inheritance when you’re gone. However, there are different types of legacy (in addition to the traditional finances) you can build — and even enjoy as you do so.
In this year’s annual letter to its shareholders, Berkshire Hathaway CEO Warren Buffett had an eloquent yet simple perspective on looking at finances: “Focus on the forest, forget the trees.” Breaking up your finances into categories and remembering to look at the big picture makes analyzing your finances less daunting.
For some of us, independence means being able to work when they want, to move across the country, or to finally take that vacation they’ve always dreamed about. But here at Guiding Wealth, we talk to our clients a lot about the idea of financial independence.
We all want to feel like busy, less stressed, and less like we’re being pulled in a dozen different directions. That’s why we at Guiding Wealth are all about finding and sharing tools that can make our clients’ — and readers’ — lives easier.
FPA Retreat is an amazing conference designed to help make financial planners the best that they can be. Here, Hannah share a few of the highlights of FPA Retreat with you!
Talking about money, in any setting, can feel taboo at best. Whether you struggle with money or you have plenty, it can be hard to know who to talk to money about and when. Here are our tips for talking to family about finances.
30 billion “robocalls” were made in 2017 and over 482.5 million phishing attempts were detected. That’s a lot of fraud. Here are tips to keep you stay safe from security and finance fraud attempts.
Happiness in retirement isn’t about “choosing to be happy” — it’s about creating an environment that makes you feel good, cultivates relationships, and feels like flow. Learn more about flow in retirement here.