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...
You may have reached retirement age, or you’re approaching it soon. But are you fully prepared to leave your job and retire? Get ready to kick off your retirement with a plan that takes your finances, health, and lifestyle into account. A plan will help you tackle...
With the Thanksgiving holiday approaching next week in the U.S., we wanted to take a moment and reflect on Guiding Wealth’s journey so far. We also wanted to say thank you to all of our wonderful clients who make financial planning such a fulfilling and exciting...
As financial advisors, we often stress how important it is to set aside a rainy day fund should an emergency arise. While budgeting for emergencies is always a good idea, when one of these emergencies actually happens, there’s a lot more that needs to be handled than...
The SECURE Act, which passed in December 2019, aimed to make retirement savings less complicated for retirees. It kickstarted significant changes to contribution ages and required minimum distributions, and the law also affected inherited IRAs for many people. If...
The thought of planning for your financial future can feel overwhelming. You may not know where to start or what to do. And when it comes to tricky financial topics or complicated decisions, you may want an expert’s personalized advice. A Certified Financial Planner™...
When you’re trying to plan for the future and make sure you’re choosing the right financial path for yourself and your family, you may want some expert help. And while there are a number of financial services available, a financial planner may be the best option for...
