by The Guiding Wealth Team | Nov 11, 2026 | Financial Planning, Retirement
You’re at a colleague’s retirement celebration, standing near the dessert table, when someone turns to you and asks, “So when is it your turn?” You laugh and give a vague answer, but the question stays with you on the drive home. For years,...
by The Guiding Wealth Team | Oct 28, 2026 | Financial Planning
You had your annual review with your financial planner, and you left feeling good. Your goals were clear, your accounts were where you expected them to be, and the next meeting was on the calendar for a year from now. Then life kept moving. A few months later, a new...
by The Guiding Wealth Team | Sep 23, 2026 | Family, Financial Planning
For many people in their 40s and 50s, helping an aging parent with their finances isn’t a question of if, but when and how. Sometimes it starts gradually. You notice a bill went unpaid, or a conversation reveals they’re confused about an account. Some...
by The Guiding Wealth Team | Sep 9, 2026 | Financial Planning, Guiding Wealth
The Financial Values Exercise That Makes Your Plan Actually Work Here’s a question most people have never been asked in a financial planning meeting: What does a good life actually look like for you? Not “When do you want to retire?” or...
by The Guiding Wealth Team | Aug 26, 2026 | Financial Planning
Women now control roughly one-third of U.S. household financial assets ($10 trillion), and that’s expected to triple by 2030, according to McKinsey & Company. More women than ever are the primary financial decision-makers in their households, managing careers,...
by The Guiding Wealth Team | Aug 12, 2026 | Financial Planning
The Financial Conversations Every Couple Should Be Having (But Most Aren’t) Does one partner in your relationship handle most of the finances? You’re in good company. A 2024 Ipsos survey found that 43% of couples have one partner who pays the monthly mortgage...
by The Guiding Wealth Team | Jul 22, 2026 | Financial Planning
In 2015, Hannah (our founding CFP® professional) wrote a blog with a simple but provocative idea: your net worth statement might not be doing you any good. You can read the original here: Why Your Net Worth Statement Isn’t Doing You Any Good. Eleven years later, the...
by The Guiding Wealth Team | Jul 15, 2026 | Financial Planning
As we’re writing this blog, it’s summer 2026. For many of us, summer means packing for a trip, or taking the kids to summer camp, going to the beach or the lake, or sitting at a patio table with our favorite people. It’s usually in these moments that our financial...
by The Guiding Wealth Team | Jun 24, 2026 | Financial Planning
Divorce is one of the most emotionally consuming experiences a person can go through. It is also one of the most financially impactful ones. The numbers put the challenges into perspective: According to Allianz Life’s 2025 Annual Retirement Study, 56% of married...
by The Guiding Wealth Team | Jun 10, 2026 | Financial Planning
More single people are buying homes, building savings, and accumulating assets than at any point in recent history. More than a third (35%) of Gen Z homebuyers are single women, according to the National Association of Realtors’ 2026 Home Buyers and Sellers...
