In the financial planning world, “legacy” often means leaving behind a financial inheritance when you’re gone. However, there are different types of legacy (in addition to the traditional finances) you can build — and even enjoy as you do so.
FPA Retreat is an amazing conference designed to help make financial planners the best that they can be. Here, Hannah share a few of the highlights of FPA Retreat with you!
Happiness in retirement isn’t about “choosing to be happy” — it’s about creating an environment that makes you feel good, cultivates relationships, and feels like flow. Learn more about flow in retirement here.
Today's retirees are choosing a retirement that’s all theirs. We at Guiding Wealth have also found that many clients start this planning by thinking about aging now, rather than later.
When it comes to retirement, there's a lot you need to know — especially when it comes to taxes. Hannah Moore, Certified Financial Planner, shares important information about taxes and retirement.
How do you change your lifestyle from splurging to penny-pinching when you need to save money? Guiding Wealth shares our tips for changing spending and lifestyle habits here.
Lifestyle creep happens slowly, but before you know it, you're spending more than you should on dining, clothing, etc. See our tips for recognizing increased spending, plus how to get back on track.
Talking about money in marriage is necessary, but it's not easy. Hannah Moore shares her tips for money talks with your spouse so you can get on the same page with money (with fewer money fights).
During the economic crisis of 2008, many people continued to retire. So what did these retirees do to get through retirement in a crisis? See our tips for retiring in economic downturns here.
Do you need a financial advisor? How do you know when it's time to hire a financial advisor (or not)? See Guiding Wealth’s recommendations here.