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What to Do With an Old 401(k): Maximizing Your Employer-Backed Retirement Plan

What to Do With an Old 401(k): Maximizing Your Employer-Backed Retirement Plan

by Hannah Moore | Nov 22, 2023 | Established Career, Goals, Investments, Nearing Retirement

When you’re changing jobs, it’s crucial to understand how your employment choices can affect your retirement — especially when it comes to your employer-based retirement plans. What happens to your 401(k) when you leave a job? Do you take the money with you or leave...
6 Ways To Make Charitable Giving a Sustainable Habit

6 Ways To Make Charitable Giving a Sustainable Habit

by Hannah Moore | Aug 2, 2023 | Established Career, Goals, Nearing Retirement, Personal Finance

Here at Guiding Wealth, we are dedicated to helping you use your money in ways that are most meaningful to you. Yes, it’s a departure from traditional financial advice that harps on saving a 20% down payment for a home and never having consumer debt.  But we think...
Travel Trends in 2023: Making the Most of Domestic Experiences

Travel Trends in 2023: Making the Most of Domestic Experiences

by Hannah Moore | Jun 7, 2023 | Couples and Money, Established Career, Goals

School’s out and we’re looking forward to a summer of travel! As pandemic concerns continue to fade, we’re hearing from many of our clients who are looking forward to a change of pace from the “staycations” of the last few years. A vacation is exciting, no matter...
The Externship: Why It Matters to Train and Inspire the Next Generation of Planners

The Externship: Why It Matters to Train and Inspire the Next Generation of Planners

by Hannah Moore | May 2, 2023 | Goals

We’re excited to announce that our founder, Hannah Moore, CFP®, will be spending part of her summer running the fourth offering of The Externship. This cutting-edge mentorship and training program is designed for anyone interested in financial planning, and it’s...
The Importance of Reviewing Your Estate Plan

The Importance of Reviewing Your Estate Plan

by Hannah Moore | Mar 21, 2023 | Goals, Nearing Retirement, Recently Retired

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...
Reaching Your Goals Through Unconventional Means

Reaching Your Goals Through Unconventional Means

by Hannah Moore | Dec 21, 2022 | Established Career, Goals, Nearing Retirement, Personal Finance

Financial planning is all about creating a path to reach your goals. Whether you’re looking to retire, travel, buy a home, or launch a second career, having a financial plan gives you a path to make it happen. Unfortunately, the plans you make to reach your goals...
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