Guiding Wealth

Guiding Wealth Financial planning for YOUR life. Ongoing advice & planning, or one-time financial plans available. Our services and our style are tailored to you.

We specialize in financial planning, wealth management in times of transition, and continued asset guidance.

Looking for a financial habit that can help you feel more in control?Start small. One habit we often encourage is settin...
05/27/2026

Looking for a financial habit that can help you feel more in control?

Start small. One habit we often encourage is setting aside time each week to simply check in on your finances.

Review your transactions, glance at your budget, or revisit your goals.

It’s not about being perfect, it’s about being more aware!

What’s one money habit you’ve started that helps you feel more confident or organized?

Retirement isn't one-size-fits-all.It might mean starting a second act, finally pursuing a creative passion, or having t...
05/20/2026

Retirement isn't one-size-fits-all.

It might mean starting a second act, finally pursuing a creative passion, or having the time to give back to causes that matter most to you.

At Guiding Wealth, we don’t just plan for your “exit date.”

We plan for what comes after... for the life you want to live, the people you want to spend it with, and the legacy you want to leave.

Let’s make sure your retirement reflects you. Contact us today to start planning your retirement! guidingwealth.com/contact

Scammers are getting more sophisticated... and more successful.In 2025, Americans lost $27.3 billion to identity fraud a...
05/13/2026

Scammers are getting more sophisticated... and more successful.

In 2025, Americans lost $27.3 billion to identity fraud and that's just what was reported.

Unfortunately, only about 14% of people who get scammed or have their identity stolen report it to the authorities! This is probably because they aren't sure what to do first, or don't act quickly enough to limit the damage.

If you've ever wondered what you'd actually do if it happened to you, this week's blog is worth bookmarking.

We put together a step-by-step guide on exactly what to do if you've been scammed or think you're a victim of identity theft: who to call first, how to freeze your credit, how to secure your accounts, and when (and how) to report to the authorities.

Knowing the steps before you need them makes all the difference!

Read it on our blog at guidingwealth.com/blog

College costs add up quickly. This generation of students is expected to borrow around $43,000 on average to earn a bach...
05/06/2026

College costs add up quickly. This generation of students is expected to borrow around $43,000 on average to earn a bachelor’s degree, and many will take on more.

If you have a high school student planning for college (or heading there soon), it can help to talk through the full picture early, including loan options to what repayment looks like after graduation.

Working with a Certified Student Loan Planner can bring clarity to those decisions and help your family plan with more confidence.

If you’d like support, our team is here to help.
guidingwealth.com

Spring has a way of putting everything into motion at once.School years are wrapping up. Graduations are happening.Maybe...
04/29/2026

Spring has a way of putting everything into motion at once.

School years are wrapping up. Graduations are happening.
Maybe there’s a job change on the horizon, a move in progress, or summer plans starting to take shape.

On the surface, these can feel like “life updates.” But financially, they’re often turning points.

A graduation changes who you’re supporting and how. A new job shifts your income, benefits, and long-term trajectory. A move can reshape your cost of living, housing, and even your tax situation.

It’s usually in these in-between moments where some of the most important financial decisions get made!

If this season is bringing something new your way, we’re here to help you think through what it means for your plan.

guidingwealth.com/contact

What do you do if you find yourself with some extra cash? Whether it's from a raise, a bonus, a payout, or something els...
04/22/2026

What do you do if you find yourself with some extra cash? Whether it's from a raise, a bonus, a payout, or something else, it's easy to let that extra money "spend itself."

But if you find yourself with a raise, bonus, or sudden increase in money, take a minute to ask yourself: "What can this money do for me?"

Pay down debt?
Build up your emergency fund?
Invest toward long-term goals?
Or maybe a mix of all three?

There’s no one “right” answer, but there is a better way to approach the decision than defaulting to spending or letting it sit untouched.

We broke it all down in our latest blog, including practical ways to allocate your raise, bonus, or other cash influx based on your goals and financial picture.

Read more at guidingwealth.com/blog

According to a 2024 Northwestern Mutual study, 75% of people who work with a financial advisor feel prepared for retirem...
04/15/2026

According to a 2024 Northwestern Mutual study, 75% of people who work with a financial advisor feel prepared for retirement.

For those without one, that number drops to 45%.

In our eyes, retirement isn't just about "having enough money." It's about feeling confident in your decisions, understanding where you’re headed, and experiencing less uncertainty about the future.

That shift doesn’t come from a single recommendation or a perfect answer. It comes from having someone walk through the details with you consistently, and updating your plan as life changes!

If you’re looking for a partner to help you think through what’s next and build a clearer path forward, we’re here to help.

Let’s start the conversation:
guidingwealth.com/contact

Only 35% of Americans currently work with a financial advisor.Not because they don’t need one, but because many assume i...
04/01/2026

Only 35% of Americans currently work with a financial advisor.

Not because they don’t need one, but because many assume it’s meant for someone else who is older, further along, or just generally has more money.

But the truth is that the people who benefit most from financial planning are the ones who have a lot of decisions and changes they're navigating.

You might be going through a career change, wondering how to navigate rising expenses and inflation, supporting family financially, or planning for retirement when your money only goes so far now.

Financial planning isn’t just about managing investments. It’s about helping you make more confident, informed decisions with the resources you have today.

If you’ve ever felt like working with an advisor wasn’t “for you,” it may be worth taking a second look.

We’re here whenever you’re ready to start that conversation.

A 2025 AARP survey found that 75% of parents have financially supported at least one adult child over 18.What's more? Wo...
03/25/2026

A 2025 AARP survey found that 75% of parents have financially supported at least one adult child over 18.

What's more? Working parents who provide that support are contributing 2.3× more each month to their adult children than they are to their own retirement accounts.

It usually doesn’t start as a big decision: It’s helping with rent for a few months, covering a car repair, or stepping in during a tough transition.

But over time, those small supports can turn into a long-term financial role that quietly competes with your own future security.

This week on the blog, we’re talking about how to support your adult kids without putting your own retirement at risk.

We cover:
• How to think through the logistics of financial support
• Where healthy boundaries can protect both generations
• How to start the conversation early

Helping your kids and protecting your future shouldn’t have to be an either/or decision, and we want to help!

You can read the full article at guidingwealth.com/blog.

Address

2007 N. Collins Boulevard , Suite 503
Richardson, TX
75080

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Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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