by The Guiding Wealth Team | Jan 28, 2026 | Financial Planning
Why Working With a Financial Planner Still Matters Even If You Don’t Invest “I don’t invest much in the stock market, and I haven’t really started planning for retirement yet, so I’m not sure a financial planner makes sense for me.” This is a common objection to the...
by The Guiding Wealth Team | Jan 14, 2026 | Financial Planning, Retirement
Many people think retirement planning revolves around one number — usually age 65. It’s often treated as a finish line: work until that age, retire, and everything else falls into place. In reality, retirement doesn’t work that way for most people! According to the...
by The Guiding Wealth Team | Dec 10, 2025 | Financial Planning
Tips for Setting Your 2026 Financial Goals Each year brings new opportunities, new challenges, and new questions about how to use your money wisely. That’s why setting intentional financial goals for 2026 can be so impactful. At this stage of life, you might find...
by The Guiding Wealth Team | Nov 12, 2025 | Financial Planning, Retirement
Hate Budgeting? Cash Flow Planning Might Be the Answer Many people believe that having a budget is essential for maintaining a good handle on their finances. According to research conducted by the CFP Board, approximately 68% of consumers believe a budget would help...
by The Guiding Wealth Team | Sep 24, 2025 | Financial Planning, Retirement
6 Financial Moves for the New Empty Nester When your last child moves out, life changes in ways that are both emotional and financial. Suddenly, the daily routines you’ve built for decades shift. The house feels quieter, the calendar less crowded, and the household...
by The Guiding Wealth Team | Sep 11, 2025 | Financial Planning, Retirement
7 Key Areas to Review Before Year-End September is a natural time to pause and regroup. The busyness of summer has passed, but the year isn’t over yet, which makes it the perfect moment to check in on your finances. With the holidays coming, it’s a good time to review...
