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...
by Hannah Moore | Aug 15, 2023 | Established Career, Nearing Retirement, Recently Retired
Social Security has a reputation for being confusing— and not just because of how your contributions look on your pay stubs and tax returns. It’s complicated because your Social Security benefits don’t always line up with your official retirement date. You can decide...
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...
by Hannah Moore | Jul 19, 2023 | Financial Transitions, Nearing Retirement, Recently Retired
When financial planners talk about your career choices, it’s often through the lens of retirement planning. How will your current job get you to retirement? Are you saving enough and taking advantage of your employer’s 401(k) match? Do you know how many more years you...
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...
by Hannah Moore | Mar 8, 2023 | Nearing Retirement, Recently Retired, Taxes
Once you retire, your federal tax liability may change. However, your specific living situation, retirement income, and financial circumstances can affect your taxes. But tax filing for retirees isn’t always straightforward, so you may want to work with a CPA when...
