Guiding Wealth’s 2019 Recap

Guiding Wealth’s 2019 Recap

2019 has been a big year here at Guiding Wealth. Not only did we hire Matt Fizell, CFP®, as our Associate Financial Planner and Operations Manager, but we also moved to a new office in Richardson.

Make a Plan for Charitable Giving

Make a Plan for Charitable Giving

With the holidays approaching, many people are considering donating to causes near and dear to their hearts. But more than an annual holiday tradition, your charitable giving can actually be reflected in your long-term financial plan — and even continue after you’re gone — through planned charitable giving.