It’s that time again: back to school season. For parents of students nearing the end of their high school years, the crunch of college expenses can feel like a cloud looming over you. But we don’t think it has to feel that way. Instead, we work with clients and...
The first week in August every year is National Simplify Your Life Week. Here at Guiding Wealth, you know we’re big fans of simplicity (it’s one of our cardinal values), so we thought we’d share a few tips on how to simplify your financial life in honor of this...
Did you know that the average debt load for an American household (including mortgage) is $101,915? Other types of loans are included in that number: student loans, credit cards, car loans, personal loans, and medical debt. Even if you exclude mortgage debt, the...
In the financial planning world, “legacy” often means leaving behind a financial inheritance when you’re gone. Whether that’s real estate, personal belongings, or a retirement account, what you’re passing on to the next generation defines your legacy. However, there...
If you know anything about American history, you know that July 4th is the day that Congress approved the Declaration of Independence (fun fact: it wasn’t signed until August 2, 1776 — almost a month later!). But we celebrate the 4th as the day that the United States...
It’s conference season here at Guiding Wealth and we just got back from the first of many: FPA Retreat. This amazing conference is designed to help make financial planners the best that they can be — both in their skillset and knowledge, as well as in their client...
