By Nicole Louvar, AIF® Parents are supposed to take care of their children, not the other way around. But as we age, so do our parents. All of a sudden, we may find ourselves in the role of caretaker. This role reversal can be challenging and oftentimes emotional. Taking on this role comes with many…
By Kyle Louvar, CFP®, AIF® You know those commercials where you see an older couple, healthy and happy, enjoying some adventure together? Does it make you wonder, “What is their secret to success?” If so, you’re not alone. Most people work their whole lives to prepare for the pivotal transition to retirement and expect to…
By Nicole Louvar, AIF® If you’re like most people, the practicalities of losing your spouse don’t even cross your mind. But the unfortunate truth is that it does happen—and sometimes when we least expect it—so it’s best to be prepared. Since women tend to live longer than men, widowhood is a possibility for many women…
By Kyle Louvar, CFP®, AIF® Teaching your kids financial literacy is an invaluable investment. Financial literacy is a skill that can set them up for a bright and successful future, and it’s essential that they learn it from someone they trust. As a parent, you are the ideal person to impart this wisdom. If you…
By Kyle Louvar, CFP®, AIF® Happy New Year to you and your family! A new year is often a time for fresh starts, intentional planning, and renewed motivation to conquer goals and accomplish things that are important to you. We can’t wait to hear about what you want to accomplish this year. If you’re not…
By Kyle Louvar, CFP®, AIF® We have worked hard to create a firm where we are all things to some people versus being all things to all people. We have a great group of clients that we enjoy serving and are passionate about building strong client relationships with them. That being said, because we value…
By Nicole Louvar AIF® Did you know that only 50% of women are involved in their family’s long-term financial planning and investment decisions? At Guided Capital Wealth Management, we are passionate about helping women understand the importance of being involved in their family’s financial decisions. We all grow up in different environments with different attitudes…
By Kyle Louvar, CFP®, AIF® Creating a financial plan is an investment in your future. It’s a road map of where you want to be—and how to get there. Many people are overwhelmed by the thought of opening up about something as personal as their finances, but it is well worth it in the end. …
By Kyle Louvar, CFP®, AIF® What comes to mind when you hear the term “financial advisor”? What about “investment advisor”? There are many titles in the financial planning world to describe someone who manages either one or all aspects of your finances. So how do you know what the differences are, and how do you…
By Kyle Louvar, CFP®, AIF® While 529 plans are one of the most popular ways to save for college expenses, there are many factors that should be considered before you start contributing. Here are four things to keep in mind if you’re thinking about starting a 529 plan for your child or children: What Is…