While it’s always a good idea to consider taxes whenever you make financial plans, the end of the year is the perfect time to start actively preparing your finances for tax season. You won’t be filing your return for another few months, but now is your chance to do...
Guiding Wealth is pleased to announce that our founder, Hannah Moore, CFP®, was named in the LUMINARIES Class of 2021. ThinkAdvisor’s LUMINARIES Award ThinkAdvisor created the LUMINARIES Award to recognize and honor industry members for “the dynamic and inclusive ways...
Debt is a hotly debated topic among people of all ages and financial circumstances. The financial planning community is full of different opinions as well. Some financial planners eschew debt in any and all circumstances, often implying that taking on debt is a sign...
As you’ve grown your career and saved for retirement, you’ve learned a lot about financial planning and building wealth. Do you want to pass that wisdom on to your children? No matter how old your kids are, it’s never too early (or late!) to discuss finances and help...
Every stage of life has unique financial planning challenges. Young individuals and couples need to figure out how to start a retirement account and a college fund. Financial planning for many people in their middle years revolves around career progression,...
Trying to determine if you are truly on track for retirement and beyond can feel daunting. Whether you are married, single, have no children, or have grandchildren, there are many factors to take into account when planning for your financial future. Then, there are...
While bonds are an important part of a well-developed investment portfolio, they are sometimes considered boring or less advantageous than “real” stocks. However, there are several important reasons to include bonds in your investment portfolio, especially if you are...
COVID-19 controlled nearly every part of our lives for over a year. Job security shrank, the market became unstable, and quarantines impacted every industry. Even with vaccines rolling out and states reopening, we likely haven’t seen all the long-term effects of the...
Here at Guiding Wealth, it’s our job to stay on top of investment news and to notice trends in the markets. While that includes stocks and portfolios, it also includes people. Over the last couple of years, we’ve noticed some significant changes in how people invest...
Are you thinking of making a career change? It’s a big decision, especially if you have a family to consider. Whether you’ve been thinking about changing careers for a while or just recently, there are many aspects to consider. Pursuing a new career can affect every...
