How to Know Which Medicare Plan Is Right for You
You’ve probably heard about Parts A, B, C, and D of Medicare… but what do those different parts mean and which ones do you need? You might also wonder how much it will cost and what these plans cover (and don’t). To help you understand your Medicare options, we’re sharing some information about each plan and who they are meant to benefit.
How Do Federal Interest Rates Affect the Market (And Does It Affect You)?
If you’ve been watching the news, you might be seeing a lot of headlines about the “Feds lowering interest rates again” or “interest rates at an all-time low.” To explain all of that, first, we have to talk about what an interest rate is, what the federal interest rate is, and how both affect businesses.
How to Approach Financial Aid + Planning Based on Your Needs
We work with clients and families to help them plan for an affordable college experience, one that doesn’t stress parents out or leave students with crippling debt. To help with this process, we really want to dig into the wide range of college options available… and how to narrow in on colleges where your student should apply.
5 Tips to Simplify Your Financial Life
If you have a belief that money is complicated, or you feel clueless about how money works, hopefully the tips below will help you feel more in control and more educated on your finances. Plus, they should make your life easier!
What Is Legacy?
In the financial planning world, “legacy” often means leaving behind a financial inheritance when you’re gone. However, there are different types of legacy (in addition to the traditional finances) you can build — and even enjoy as you do so.
Cultivating Your Financial Forest
In this year’s annual letter to its shareholders, Berkshire Hathaway CEO Warren Buffett had an eloquent yet simple perspective on looking at finances: “Focus on the forest, forget the trees.” Too often, investors who evaluate Berkshire Hathaway obsess on the details...
What Does Financial Independence Mean to You
For some of us, independence means being able to work when they want, to move across the country, or to finally take that vacation they’ve always dreamed about. But here at Guiding Wealth, we talk to our clients a lot about the idea of financial independence.
15 Unusual Ways to Make Your Life Easier
We all want to feel like busy, less stressed, and less like we’re being pulled in a dozen different directions. That’s why we at Guiding Wealth are all about finding and sharing tools that can make our clients’ — and readers’ — lives easier.
Guiding Wealth at the FPA Retreat
FPA Retreat is an amazing conference designed to help make financial planners the best that they can be. Here, Hannah share a few of the highlights of FPA Retreat with you!
When and How to Talk to Family About Finances
Talking about money, in any setting, can feel taboo at best. Whether you struggle with money or you have plenty, it can be hard to know who to talk to money about and when. Here are our tips for talking to family about finances.
Preventing (And Dealing With) Security Fraud
30 billion “robocalls” were made in 2017 and over 482.5 million phishing attempts were detected. That’s a lot of fraud. Here are tips to keep you stay safe from security and finance fraud attempts.
Happiness & Flow in Retirement
Happiness in retirement isn’t about “choosing to be happy” — it’s about creating an environment that makes you feel good, cultivates relationships, and feels like flow. Learn more about flow in retirement here.