You’ve probably heard it before: you should have an emergency fund for those times when life throws you a curveball. Unexpected medical bills, car repairs, home repairs, a sudden layoff, and even pandemics can disrupt your current budget in an instant. As a retiree,...
When you’re aiming to get your finances in check, you might think you need to make more income to cover all your bases. However, making the most of the money you already have is a great way to meet your financial goals. Doing more with your money that’s already coming...
The SECURE Act, or “Setting Every Community Up for Retirement” Act, became law on December 19, 2019. The idea behind this bill is to make retirement savings less complicated, and to simplify the rules of IRAs and other retirement funds. If you were over the age of...
Whether you’re soon to be retired or are newly retired, it’s important to understand how taxes will change for you. Recent tax code changes and legislature are also affecting 2019 tax season, so we’re sharing a few things you should know. Retiree Taxes and...
Making the decision to change careers is exciting. You can easily get caught up in the fervor of leaving behind an old job and experiencing something new. But before you make that switch, be sure you know what you’re giving up and what you’re getting in return. Avoid...
Times are changing, and so is the American workplace. Companies no longer offer pensions to employees today. Generation Xers carry the most student loan debt of any generation at nearly $40,000 per borrower. Baby boomers have the second-highest average student loan...
Let’s set the scene: a newlywed couple is discussing their financial values. She wants to travel to Europe and experience the finer things in life. He wants a saving strategy to pay for their retirement and day-to-day expenses. Because she values experiences and...
No matter your job or industry, you’ve likely thought “What if I changed careers?” There are bad days, bad weeks, or interests we all have in things that are outside of our current realm… and it can be very appealing! However, there’s one thing that often holds us...
Back in 2017, Hannah Moore, lead Certified Financial Planner™ here at Guiding Wealth, was featured on her local Dallas radio station, KERA. The start of a new year is always a time when people want to get their financial house in order, so Hannah was asked to share...
2019 has been a big year here at Guiding Wealth. Not only did we hire Matt Fizell, CFP®, as our Associate Financial Planner and Operations Manager, but we also moved to a new office in Richardson. Come See The New Office In our new office, which was officially...
