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...
