by Hannah Moore | Mar 21, 2023 | Financial Planning, Retirement
Is your will up to date? It’s easy to forget about your estate plan once you’ve made your will, but the truth is that it’s essential to update your end-of-life documents regularly. Family relationships, financial assets, and your own priorities can all change over...
by Hannah Moore | Mar 13, 2023 | Career, Financial Planning
Money can be an overwhelming subject, especially in a world with rising inflation, sky-high housing prices, and an unpredictable stock market. It doesn’t help when the media is full of doomsday predictions and unsolicited advice from financial personalities. In...
by Hannah Moore | Mar 8, 2023 | Financial Planning, Retirement
Once you retire, your federal tax liability may change. However, your specific living situation, retirement income, and financial circumstances can affect your taxes. But tax filing for retirees isn’t always straightforward, so you may want to work with a CPA when...
by Hannah Moore | Feb 27, 2023 | Family, Financial Planning
Millennials have diverged from older generations in several important ways. They have different spending priorities than their parents, and those values can even impact the biggest facets of life, including housing. Many younger people are choosing a different path...
by Hannah Moore | Feb 22, 2023 | Career, Financial Planning
It’s February, but we’re not thinking about romantic relationships. We’re here to ask you about your relationship with money. Do you feel like you have a positive, healthy relationship with your finances? If your answer is “no,” you’re not alone. In fact, a positive...
by Hannah Moore | Feb 8, 2023 | Career, Family, Financial Planning
Here at Guiding Wealth, we’ve been seeing a growing interest in the idea of intergenerational housing. Also known as multigenerational living, this trend has seen a steady increase in the U.S. over the last two decades and has become even more popular in the...
