Many people think financial planning is a one-time event tied to a specific financial goal, like preparing for retirement. But good financial planning is a process — a long-term approach provides better results. So, when should you hire a financial planner? There’s no...
It’s been an exciting year here at Guiding Wealth. We’ve worked with some amazing clients, hosted our first group of Residents, and launched a new service: one-time financial plans! We’ve also had the chance to congratulate our founder, Hannah Moore, CFP®, on several...
We’re only a few weeks away from 2025, so now is the perfect time to start thinking about how to prepare your finances for the year ahead! Whether you’re in the middle of your career and just starting to think about retirement or you’re only a few years away from...
You’ve worked hard and followed your budget consistently, so you’ve finally done it — reached the point where you’re making enough money to comfortably cover your needs. Now what? You might feel a little unsure about what to do with your money, especially if it’s...
There’s always some level of unpredictability in the stock market, but things are even more uncertain during times of social uncertainty — like a global pandemic or a presidential election. If you’re wondering what will happen to your portfolio when the market looks...
A Guiding Wealth Client Case Study Disclaimer: This is a description of a real Guiding Wealth client. Names have been changed for privacy purposes. Also, note that past results are not a promise of future success. Every situation is different and results or successes...
Election week in the U.S. brings a lot of tension, emotion, and insecurity for most Americans — especially in recent years. With intense competition and 24/7 news coverage, it’s normal to feel overwhelmed and even worried about the future. From a financial...
Have you ever heard that financial planning is only for wealthy people? Or that you don’t need to talk to a financial planner unless you have a lot of money to invest or are ready to retire? If you’ve heard (or thought) these things, you’re not alone. These are some...
If you’re dealing with a medical emergency, whether your own or that of a loved one, we are sorry you’re going through this. We know how scary it can be! A medical emergency is frightening enough without having to worry about financial decisions. Even with insurance,...
Who wants to plan for the worst? Not many people — but here at Guiding Wealth, we believe that talking about all the possibilities, both good and unfortunate, is the key to feeling secure with your money and your family. That’s why we recommend a comprehensive estate...
