Guided Wealth Management, LLC

07/16/2026

A recent report noted that 6% of Vanguard participants took 401(k) hardship withdrawals in 2025, which is triple the pre-pandemic rate. This is the sixth consecutive year that the rate has increased.

However, while more Americans than ever are tapping into their retirement as an emergency fund, Vanguard also reports Americans saving more than ever before! Average account balances hit an all-time high of $167,970, which is a 13% increase from the year prior.

Confused where your retirement might stand based on these numbers? Schedule an initial, no-cost consultation with Guided Wealth Management.

07/08/2026

We're halfway through the year and now is a great time to check-in with our personal finance calendar and make sure you're on track. Some questions to ask yourself:

✅ Do I need to make any adjustments to the budget I set out for this year?
✅ Are there any new big financial events (ex. buying a house, paying for college) that I need to plan for?
✅ What financial book can I add to my summer reading to help keep me informed?
✅ Will I be ready for my health insurance's "Open Enrollment" this fall?

To stay on top of your finances this year, check out our personal finance calendar:

Use this handy calendar to remember the year’s most important financial dates.

07/04/2026

Happy Fourth of July from Guided Wealth Management! We hope you enjoy a day full of fireworks and fun!

06/30/2026

Every summer, Gary and his family head up to New Hampshire to enjoy the beach and seafood, particularly at The Clam Shack in Kennebunkport, ME.

Their lobster roll and fried clams are world famous, but no one likes them more than Adeline! Gary always shares generous pieces of lobster with her, hence the big smile on her face.

Customers at The Clam Shack can pick mayo or butter on their sandwich, and Gary and Adeline pick both. 😋

06/28/2026

Early in May, Jesse gave Tara some tomato plants, pepper plants, celery, and herbs to grow on her deck as part of her first outdoor garden.

After weeks of pruning and watering, Tara has sprouted her first tomato! Stay tuned to see how Tara and Jesse's gardens turn out later this summer.

06/23/2026

Have you found yourself suddenly single? Take these three steps to prepare to live happily ever after, no matter what the future holds.

And for further peace of mind, consider working with a financial advisor. When the unexpected happens, a certified financial fiduciary will keep your best interest in mind and help you make financial decisions that best serve your needs.

Even breakups are better with a guide!

Have you found yourself suddenly single? Here are 3 steps to take right now.

06/21/2026

Happy Father's Day from Guided Wealth Management! This day makes us question - when does a dad joke become a dad joke?

Answer: When the punchline becomes apparent!

We hope you have a great day full of laughs! Leave your favorite dad jokes in the comments below.

06/10/2026

A great cause, great friends, and a great game.

This Monday, Gary played the beautiful Concord Country Club with a couple of friends to compete in the annual Connect Thru Cancer charity golf tournament.

You’ve probably seen us mention Connect Thru Cancer before. This local charity is just down the hall from Guided Wealth’s office, but that’s not the only reason we’re a proud sponsor! We truly believe in their mission to provide programs and resources to help individuals and families living with cancer diagnoses.

We hope to see you at their next event!

06/06/2026

Should you take social security at age 62? 67? 70?

The answer could be yes or no. There are valid reasons to take social security at any age. We’ll show you the overall effect as it fits into your retirement puzzle.

Let us show you the big picture! Schedule an initial, no-cost consultation here: [email protected]/?ismsaljsauthenabled=true" rel="ugc" target="_blank">https://bookings.cloud.microsoft/book/[email protected]/?ismsaljsauthenabled=true

06/04/2026

Summer is officially here!

Gary played his first co****le game of the season thanks to a networking event hosted by our friends at Pillar Real Estate Advisors. Each year, they host an Annual Co****le Tournament with LINKBANK Banking, and this year, they had a special guest Nonprofit sponsor, Connect Thru Cancer.

It was a great networking event for members of the Greater West Chester Chamber of Commerce and other local businesses. We loved seeing so many familiar faces and having fun out in the sun!