by Hannah Moore | Feb 20, 2024 | Financial Planning
When most people think about financial planning, they picture a traditional setup – investment advice and wealth management for wealthy people. But that’s not the only option. Getting targeted help from a financial planner during crucial moments of your life can be...
by Hannah Moore | Feb 6, 2024 | Family, Financial Planning
Money management can be a little challenging for anyone. But many people find financial planning even more difficult when they have to do so with a romantic partner. Disagreements about spending or long-term goals can quickly turn into fights. If couples are unable to...
by Hannah Moore | Jan 23, 2024 | Career, Financial Planning
It’s a brand new year, and with it comes important changes to your federal income tax return for 2024. These changes may seem insignificant, but they can impact your take-home pay and income tax return. We know that taxes can be complicated and stressful, which is why...
by Hannah Moore | Jan 9, 2024 | Career, Financial Planning
It’s a brand-new year — and the perfect time to review your budget as you look forward to the year ahead. This is your opportunity to consider the financial goals you have for the year and make sure that your budget aligns with them. You might not be able to predict...
by The Guiding Wealth Team | Jan 8, 2024 | Financial Planning
Many people think financial planning is a one-time event tied to a specific financial goal, like preparing for retirement. But good financial planning is a process — a long-term approach provides better results. So, when should you hire a financial planner? There’s no...
by Hannah Moore | Dec 20, 2023 | Financial Planning
When it comes to investing in the stock market, there are a lot of companies to invest in. Thousands, actually — the New York Stock exchange alone has a combined total of 2,385 listed domestic and international companies (as of 2023). Which companies should you invest...
by Hannah Moore | Dec 6, 2023 | Financial Planning
The holiday season is a special time of year filled with meaningful traditions and fun memories. But it can also be stressful — especially if you spend it worried about money. The holidays can be tough for your finances when you don’t have a solid budget or spending...
by Hannah Moore | Nov 22, 2023 | Career, Retirement
When you’re changing jobs, it’s crucial to understand how your employment choices can affect your retirement — especially when it comes to your employer-based retirement plans. What happens to your 401(k) when you leave a job? Do you take the money with you or leave...
by Hannah Moore | Oct 4, 2023 | Family, Financial Planning
We’ve talked before about high house prices and growing inflation, but there’s another issue that may be affecting your monthly expenses: increasing utility costs. Many people across the country are experiencing higher bills as water and energy providers raise rates....
by Hannah Moore | Sep 20, 2023 | Financial Planning
It will happen to all of us at some point — carefully laid plans will fail and emergency expenses will crop up. Your AC malfunctions, your car breaks down, you get a large medical bill, or something unexpected happens that falls outside your monthly budget. What’s the...
