by The Guiding Wealth Team | Apr 22, 2026 | Financial Planning, Retirement
You just got the news: You’ve received a promotion, a great performance review with a pay bump, or a bonus is hitting your account. Congratulations! Of course, one of the first questions when you get a pay increase is: What do I actually do with this? For most people,...
by The Guiding Wealth Team | Apr 8, 2026 | Family, Retirement
If you’ve ever thought about working with a financial planner but weren’t sure where to start, or felt unsure whether you were even asking the right questions, you’re not alone. Financial planning can feel overwhelming, and the terminology alone is enough to stop...
by The Guiding Wealth Team | Mar 25, 2026 | Family, Retirement
Nearly half of all parents with adult children are experiencing something that needs to be talked about. These parents are in their late 40s or 50s, they’ve maxed out their retirement accounts, and focused on paying down their own debt or mortgage. They might have a...
by The Guiding Wealth Team | Jan 14, 2026 | Financial Planning, Retirement
Many people think retirement planning revolves around one number — usually age 65. It’s often treated as a finish line: work until that age, retire, and everything else falls into place. In reality, retirement doesn’t work that way for most people! According to the...
by The Guiding Wealth Team | Nov 12, 2025 | Financial Planning, Retirement
Hate Budgeting? Cash Flow Planning Might Be the Answer Many people believe that having a budget is essential for maintaining a good handle on their finances. According to research conducted by the CFP Board, approximately 68% of consumers believe a budget would help...
by The Guiding Wealth Team | Sep 24, 2025 | Financial Planning, Retirement
6 Financial Moves for the New Empty Nester When your last child moves out, life changes in ways that are both emotional and financial. Suddenly, the daily routines you’ve built for decades shift. The house feels quieter, the calendar less crowded, and the household...
