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...
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...
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...
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...
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...
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...
