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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Articles

A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Israel Guitian | Sep 22, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Hand holding a page with several charts on it
Israel Guitian | Sep 15, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Hand holding a large bundle of balloons
Israel Guitian | Sep 8, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Israel Guitian | Sep 2, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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A couple working in their kitchen together
Israel Guitian | Aug 31, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Israel Guitian | Aug 11, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Israel Guitian | Aug 4, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Focused young woman shopping online on her laptop
Israel Guitian | Jul 29, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A teenager holding a yellow and blue longboard talking to her friend
Israel Guitian | Jul 21, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Investment
Israel Guitian | Jul 14, 2022

Getting Started in the Stock Market

Investments
Retirement
Savings
Investing in the stock market can be extremely rewarding, but not without risk. While most investors understand that market volatility is a given in the stock
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autoinsurance
Israel Guitian | Jul 7, 2022

When and Why to Switch Auto Insurance

Finance
Insurance
Like health care, many of us continue with the same auto insurance policy for years, never bothering to find out whether another insurance carrier could provide
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Mother and child working on a laptop together
Israel Guitian | Jun 30, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Email:
iguitian@guitianwealth.com

 

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