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...
