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...
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...
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...
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...
Recent financial news pages are full of stories about rising interest rates. At the end of July, the Federal Reserve announced a 0.75-percentage-point hike in interest rates. This was the latest in a series of rate increases that started in March 2022. The Fed has...
Recently, the news has been full of bleak stories about the economy. Inflation is at record highs, the housing market is crazy, stock values are dropping, and there’s no end in sight. If you have wealth tied up in the stock market, reading these stories is...