We have exciting news! Hannah Moore, CFP(R), the financial advisor who operates Guiding Wealth, was listed on Investopedia’s Top 100 Financial Advisors in the nation for the third year in a row! This is a really big honor for Hannah, and it’s an award that is...
At Guiding Wealth, one recent trend we’ve noticed among our clients is that they’re no longer planning only for themselves. The COVID-19 pandemic has encouraged everyone to look at the bigger picture and take other people into account: parents, children,...
As you may have heard from the Guiding Wealth email newsletter a few months ago, our founder, Hannah Moore, welcomed her second child into the world on February 26th! This blog is all about her experience adjusting to life and work as a mother of two. — When you...
We’ve all received those annoying texts, emails, and phone calls letting us know that our warranties have expired, that our credit card has been frozen, or that “unless we send $99 right now,” our software will no longer work — whatever that means! Worse yet, many...
We all want to feel less busy, less stressed, and less like we’re being pulled in a dozen different directions — especially after being hit hard by the COVID-19 pandemic in 2020. Between work, kids (if you have any), aging parents, finances, and general daily life,...
As we’ve mentioned before, home prices in the Dallas area have been steadily increasing. According to the latest statistics, the median house price in the Dallas-Fort Worth area is up 12% from 2020, and housing availability is down by 69%! This increase in price and...
Medicare undergoes changes each year. As healthcare costs rise, premiums and deductibles for Medicare increase (or sometimes decrease) to make up these costs. Significant changes have been made to Medicare premiums, deductibles, and coinsurance across various plans....
Finding the right financial advisor for you can be tough. You may have an idea of what to look for and talk about prior to your first meeting with a financial advisor, such as your goals and the services they offer, but what happens when you finally choose a planner?...
How do you measure financial success? More and more people are looking for a sense if they are “passing” their personal finances or “failing.” We see it all the time with prospects in our office. They assume that there is a simple “Yes, you...
After a candidacy filled with ambitious policy changes including the COVID-19 pandemic, climate change, the economy, and racial justice, President Joe Biden took office in January. Now that we’re a little over a month into Biden’s first 100 days in office, you may be...
