The Externship: Why It Matters to Train and Inspire the Next Generation of Planners
We’re excited to announce that our founder, Hannah Moore, CFP®, will be spending part of her summer running the fourth offering of The Externship. This cutting-edge mentorship and training program is designed for anyone interested in financial planning, and it’s...
What to Know About the SVB Collapse & Bank Failures
Financial news over the past few months hasn’t been exactly positive. Ongoing inflation and high-interest rates tend to be bad news for investors, so there’s a good chance your retirement portfolio is looking a little rough. And the collapse of Silicon Valley Bank...
The Importance of Reviewing Your Estate Plan
Is your will up to date? It’s easy to forget about your estate plan once you’ve made your will, but the truth is that it’s essential to update your end-of-life documents regularly. Family relationships, financial assets, and your own priorities can all change over...
Tax Filing for Retirees: What Seniors Need to Know
Once you retire, your federal tax liability may change. However, your specific living situation, retirement income, and financial circumstances can affect your taxes. But tax filing for retirees isn’t always straightforward, so you may want to work with a CPA when...
Improving Your Relationship With Your Finances: Tips to Love Your Money Well
It’s February, but we’re not thinking about romantic relationships. We’re here to ask you about your relationship with money. Do you feel like you have a positive, healthy relationship with your finances? If your answer is “no,” you’re not alone. In fact, a positive...
The Growing Trend of Intergenerational Housing
Here at Guiding Wealth, we’ve been seeing a growing interest in the idea of intergenerational housing. Also known as multigenerational living, this trend has seen a steady increase in the U.S. over the last two decades and has become even more popular in the...
Important Tax Changes for 2023
January is a great time to start thinking about taxes, and that doesn’t just mean getting your paperwork ready to file in April. The beginning of the year is when tax code changes take effect, and keeping track of these updates is the key to ensuring that next year’s...
Reaching Your Goals Through Unconventional Means
Financial planning is all about creating a path to reach your goals. Whether you’re looking to retire, travel, buy a home, or launch a second career, having a financial plan gives you a path to make it happen. Unfortunately, the plans you make to reach your goals...
How to Prioritize Big Expenses
Budgeting is all about balancing your income and typical monthly expenses. But what happens when you need to make a large purchase, especially one you didn’t plan for? How can you make sure your next big expense doesn't compromise your financial security? Most people...
The Guiding Wealth Team Grows by One! Meet Baby Moore #3!
We’re excited to congratulate Guiding Wealth founder, Hannah Moore, on the birth of her third child, Milo Moore! Please join us in welcoming him, and read on to get some of Hannah’s thoughts on balancing motherhood with her career. From Hannah: How Having...
Year-End Tax Strategies for 2022
The end of the year is closing in fast, and that means there are only a few more weeks to affect the taxes you’ll pay in 2023. You might not start calculating and filing your taxes until March or April, but the decisions you make now can have a significant impact on...
In a Volatile Market, Shift Your Perspective
Market volatility can be frightening. Watching stock prices fall and interest rates rise is nerve-wracking, especially if most of your retirement funds are tied to investments. What should you do when the market is unpredictable? How can you protect your finances (and...