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...
by The Guiding Wealth Team | Jul 30, 2025 | Family, Financial Planning
What does it look like when you’re the first person in your family who has been able to build wealth? You may be earning more than your family did, navigating opportunities they didn’t have access to, and facing decisions about building and managing wealth without a...
by Hannah Moore | Jul 16, 2025 | Financial Planning, Retirement
On July 3, 2025, Congress passed the One Big Beautiful Bill Act (H.R.1) — a sweeping piece of legislation that extends tax cuts while making historic cuts to federal safety net programs. This bill combines tax relief for workers and families with deep reductions to...
by Hannah Moore | Jun 11, 2025 | Financial Planning, Retirement
For many high-achieving professionals and couples, the 40s and 50s represent a critical phase in financial planning. With retirement on the horizon, it’s essential to make decisions that align with your long-term goals, as well as your values. At Guiding Wealth,...
by Hannah Moore | May 27, 2025 | Financial Planning, Retirement
For many people, retirement can feel like a finish line. But this milestone isn’t the end. It’s the start of something new! Here at Guiding Wealth, we believe that planning for retirement means figuring out what your post-career days (and finances) will...
by Hannah Moore | May 13, 2025 | Financial Planning, Retirement
Are you worried about your finances in retirement? If so, you’re not alone. A recent BlackRock survey indicated that 78% of Texans are worried they won’t have enough retirement savings to last through old age. Furthermore, 62% of respondents reported that...
