A Thank You to Our Clients

A Thank You to Our Clients

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...
The Benefits of Roth Conversions

The Benefits of Roth Conversions

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...
4 Tips to Overcome Financial Envy

4 Tips to Overcome Financial Envy

Have you ever read a book or magazine profile about someone wealthy and felt a little jealous? Or maybe you’ve felt envious of a social media influencer or “self-made” entrepreneur talking about their latest trip to Bali or their private chef.  Envy, disillusionment,...