Guiding Wealth’s 2019 Recap

Guiding Wealth’s 2019 Recap

2019 has been a big year here at Guiding Wealth. Not only did we hire Matt Fizell, CFP®, as our Associate Financial Planner and Operations Manager, but we also moved to a new office in Richardson. Come See The New Office In our new office, which was officially...
How Will Tax Reform Affect You?

How Will Tax Reform Affect You?

How will the 2018 tax bill affect you? For most, taxes will go down. How much is based largely on your specific situation. The following are things that you can do to help yourself in light of the 2018 tax bill. 1.  Take any deductions that you can in 2017. This would...
Hannah Moore: 40 Under 40 Award

Hannah Moore: 40 Under 40 Award

Hannah was recently recognized by InvestmentNews as a “40 Under 40”, an award given to individuals in the financial industry based on their accomplishment, contribution, leadership and promise. The InvestmentNews 40 Under 40 project spotlights people with “standout...
5 Facts About Elder Care

5 Facts About Elder Care

As I work with my clients, many of whom have dealt with or are dealing with aging issues, including long life planning and elder care (either their own or their parent’s), I’ve recognized several truths. I share just a few below, but I’d love to hear what you have...
Solving Higher Education Costs

Solving Higher Education Costs

Is there any hope for my child? That may be the question you’re asking after reading our first two installments about the trend of overwhelming student loan debt and how it affects the Millennial generation. There is hope! In our final post about student loans, we...
The Millennial Mindset and Student Loans

The Millennial Mindset and Student Loans

As Millennials enter the workforce, the burden of student loan debt shapes their view of their lives, including careers and finances. A survey recently conducted by American Student Assistance® notes that 75% of respondents say student loan debt affected their...