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...
Are you prepared to file your 2021 tax return? Whether you’re filing taxes yourself or hiring a professional to do it for you, you’ll need specific information and records to complete your return. Our handy checklist below can help you get started. Gather Your Records...
Planning and following strategies to meet your financial goals is easier said than done, but it’s not an impossible task. Make accomplishing your financial goals easier on yourself by clarifying your goals, planning ahead, and being realistic about your financial...
Happy New Year from the Guiding Wealth team! With 2020 over — something many of us can appreciate — we wanted to take a look at what we’re looking forward to in 2021. Looking Back on 2020 You can’t be fully prepared for the future without knowing where you’ve been....
Many people give to nonprofit organizations during the holidays. People are feeling their most generous at the end of the year and, of course, charitable donations must be made by December 31st in order to qualify for a tax deduction. The holidays are a wonderful...
