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...
Most people are invested in the stock market in some way. Whether it’s mutual funds, individual company stocks, or a Roth IRA, most investment platforms are based in the stock market. Of course, as you invest more of your money in the stock market, you might be...
With the holidays approaching, many people are considering donating to causes near and dear to their hearts. But more than an annual holiday tradition, your charitable giving can actually be reflected in your long-term financial plan — and even continue after you’re...
When you hear the term “insurance,” you probably think of one single type of insurance — health insurance, car insurance, or homeowners insurance, for example. But the truth is, we all need a variety of insurance to protect us, not just one or two. Why? Because life...
If you’re approaching the age of 65, you will soon be eligible for Medicare. As that date draws nearer, you’ve probably heard about Parts A, B, C, and D… but what do those different parts mean and which ones do you need? You might also wonder how much it will cost and...
If you’ve been watching the news lately (as of this writing, it’s September 2019), you might be seeing a lot of headlines about the “Feds lowering interest rates again” or “interest rates at an all-time low.” You might also see the other headlines that indicate a...
It’s that time again: back to school season. For parents of students nearing the end of their high school years, the crunch of college expenses can feel like a cloud looming over you. But we don’t think it has to feel that way. Instead, we work with clients and...
