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.
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.
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!
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.
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 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.
Today’s retirees are choosing a retirement that’s all theirs. We at Guiding Wealth have also found that many clients start this planning by thinking about aging now, rather than later.
When it comes to retirement, there’s a lot you need to know — especially when it comes to taxes. Hannah Moore, Certified Financial Planner, shares important information about taxes and retirement.
In my work with financial planning clients, I’ve found that there are a number of tax mistakes made every year. That’s why I’m sharing these 5 mistakes so you can keep them in mind for next year.
Hannah Moore, Certified Financial Planner for Guiding Wealth, has been named D Magazine’s Top Financial Planners since 2014. Learn more about this award and how Hannah earned it.
Hannah Moore, Certified Financial Planner at Guiding Wealth, loves her job. Learn more about what she loves about being a financial planner and how this benefits her clients.
Most people don’t think about what it’s like for their Certified Financial Planner to watch markets fall. Hannah Moore shares exactly what she feels and does when the markets take a downturn.