If you’re approaching the age of 65, you will soon be eligible for Medicare. As that date draws nearer, you’ve probably heard about Parts A, B, C, and D… but what do those different parts mean and which ones do you need? You might also wonder how much it will cost and...
In the financial planning world, “legacy” often means leaving behind a financial inheritance when you’re gone. Whether that’s real estate, personal belongings, or a retirement account, what you’re passing on to the next generation defines your legacy. However, there...
It’s conference season here at Guiding Wealth and we just got back from the first of many: FPA Retreat. This amazing conference is designed to help make financial planners the best that they can be — both in their skillset and knowledge, as well as in their client...
Did you know that the happiest people in the world aren’t just happy? Study after study suggests that happiness isn’t just an innate quality; it’s a matter of a person’s environment, their relationships, and what they do each and every day. What we do every day —...
My retired clients are some of the most vibrant and active people I know — and there’s no stopping them. Retirement also looks a lot different now than it did 50 years ago. People have a long list of trips they’re taking, events they’re attending, and visits they’re...
Most clients are surprised when they get to retirement and see that their taxes have changed. I have this conversation with almost all of my clients when they retire. They go from having a normal W2 income, where their taxes are withheld — and sometimes they even...
