Many people give to nonprofit organizations during the holidays. People are feeling their most generous at the end of the year and, of course, charitable donations must be made by December 31st in order to qualify for a tax deduction. The holidays are a wonderful...
You may have reached retirement age, or you’re approaching it soon. But are you fully prepared to leave your job and retire? Get ready to kick off your retirement with a plan that takes your finances, health, and lifestyle into account. A plan will help you tackle...
With the Thanksgiving holiday approaching next week in the U.S., we wanted to take a moment and reflect on Guiding Wealth’s journey so far. We also wanted to say thank you to all of our wonderful clients who make financial planning such a fulfilling and exciting...
As financial advisors, we often stress how important it is to set aside a rainy day fund should an emergency arise. While budgeting for emergencies is always a good idea, when one of these emergencies actually happens, there’s a lot more that needs to be handled than...
The SECURE Act, which passed in December 2019, aimed to make retirement savings less complicated for retirees. It kickstarted significant changes to contribution ages and required minimum distributions, and the law also affected inherited IRAs for many people. If...
