Financial news over the past few months hasn’t been exactly positive. Ongoing inflation and high-interest rates tend to be bad news for investors, so there’s a good chance your retirement portfolio is looking a little rough. And the collapse of Silicon Valley Bank...
Is your will up to date? It’s easy to forget about your estate plan once you’ve made your will, but the truth is that it’s essential to update your end-of-life documents regularly. Family relationships, financial assets, and your own priorities can all change over...
Once you retire, your federal tax liability may change. However, your specific living situation, retirement income, and financial circumstances can affect your taxes. But tax filing for retirees isn’t always straightforward, so you may want to work with a CPA when...
It’s February, but we’re not thinking about romantic relationships. We’re here to ask you about your relationship with money. Do you feel like you have a positive, healthy relationship with your finances? If your answer is “no,” you’re not alone. In fact, a positive...
Here at Guiding Wealth, we’ve been seeing a growing interest in the idea of intergenerational housing. Also known as multigenerational living, this trend has seen a steady increase in the U.S. over the last two decades and has become even more popular in the...
January is a great time to start thinking about taxes, and that doesn’t just mean getting your paperwork ready to file in April. The beginning of the year is when tax code changes take effect, and keeping track of these updates is the key to ensuring that next year’s...
Financial planning is all about creating a path to reach your goals. Whether you’re looking to retire, travel, buy a home, or launch a second career, having a financial plan gives you a path to make it happen. Unfortunately, the plans you make to reach your goals...
Budgeting is all about balancing your income and typical monthly expenses. But what happens when you need to make a large purchase, especially one you didn’t plan for? How can you make sure your next big expense doesn’t compromise your financial security? Most...
We’re excited to congratulate Guiding Wealth founder, Hannah Moore, on the birth of her third child, Milo Moore! Please join us in welcoming him, and read on to get some of Hannah’s thoughts on balancing motherhood with her career. From Hannah: How Having...
The end of the year is closing in fast, and that means there are only a few more weeks to affect the taxes you’ll pay in 2023. You might not start calculating and filing your taxes until March or April, but the decisions you make now can have a significant impact on...
