Guided Wealth Management, LLC

10/15/2026

It's Thursday, so we're back with a pop quiz about cybersecurity. Check out today's question and answer.

True or false: "When you delete a chat from ChatGPT, it is deleted forever!"

Answer: False!

Deleting your chat history does not mean all of the information associated with your prompt is gone forever. Depending on which AI service you're using and your settings, more information that you think might be retained.

For your privacy, be very careful about what you choose to ask AI. Once you've submitted a prompt, you cannot fully take it back.

10/15/2026

Tara and Michelle organized a tea party with family last week! It was truly a princess experience with finger sandwiches, scones, and tiny key lime tarts.

Since we don't gatekeep, we'll happily share that our favorite spot for afternoon tea is A Taste of Britain in Wayne, PA. Thanks to their wonderful staff, the girls had a lovely Sunday brunch.

10/08/2026

October is cybersecurity month, and every Thursday, we'll be quizzing our audience about the latest cybersecurity threats. Check out our first question and the answer below.

True or false: "I can safely share private information when writing AI prompts."

Answer: False!

By asking AI services specific questions about your health, finances, and relationships, you create a very detailed profile full of personal information over time. "If that gets in the hands of the wrong people, they can misuse it to have a tailor-made scam,” said Tom Clayton, the COO of AI cybersecurity firm, Aura, in a recent interview with Fox News.

Clayton advises to keep passwords, bank information, and Social Security numbers out of AI chats. Be very thoughtful about what you share and what you keep private.

10/06/2026

We're sharing a few extra pictures from our recent trip to see the Phillies!

Every year, Guided Wealth Management heads to Citizen's Bank Park to watch the Philadelphia Phillies. It's exciting to see how the Guided Wealth family grows year after year with new faces filling the seats.

We had a wonderful time watching the Phillies with all of you, and we're excited to keep rooting for the Fighting Phils next year! Go team!

09/30/2026

Don't let things go to chance; let us help you make a plan.

At Guided Wealth, we're here to help you plan for what happens before, during, and after retirement. Estate planning is the legal process of arranging your finances, property, and personal belongings to be distributed after you pass away or are no longer able to make decisions.

These conversations are always hard, but we've found that making a plan can offer you and your loved ones great peace of mind.

Let us help you get started on your estate plan with an initial, no-cost consultation.

09/29/2026

Gary, Michelle, and Jesse hit the golf course with Chester County Young Life!

Young Life is an international, non-denominational Christian ministry that focuses on building relationships with high school students. Four out of five Young Life participants say Young Life has made a significant impact on their faith. For some, Young Life might be the first place they ever truly hear the Gospel.

For that reason, Guided Wealth sponsors many of their fundraising events, including their golf tournament this September. It's one small thing we can do to help the Young Life ministry grow in the Chester County area.

09/26/2026

Do stocks make you nervous?

A recent study from Yale found that 40% of investors fear the stock market could crash within the next 6 months. With such a bleak outlook on the market, it can be scary to invest!

That's why it's important to find a financial advisor to help you diversify your assets and mitigate losses. Check out our article on the best-performing assets, along with an interactive chart that breaks down the benefits of stocks, bonds, and cash. (And when you're done, don't forget to call us for a personalized plan for your retirement portfolio!)

Bonds may outperform stocks one year only to have stocks rebound the next.

09/24/2026

This weekend, the Siano family laced up their sneakers to walk to raise awareness for ALS.

As you may know, Michelle's father and Gary's brother, Gregg Siano, passed away in 2012 after a 21-year battle with ALS. Since then, the family has walked every year to support the ALS Hope Foundation.

The ALS Hope Foundation provides funding for the MDA/ALS Center of Hope, one of the first multidisciplinary ALS clinics in the country. By donating, you can help accelerate research to improve quality of life after an ALS diagnosis and hopefully one day find a cure.

This year's walk is still accepting donations! Join our efforts here: https://secure.alsmidatlantic.org/site/TR/Endurance/General?pg=entry&fr_id=1322

09/18/2026

Will you be responsible for a son or daughter with disabilities in retirement?

In the U.S., it costs an estimated $250,000 to raise a child, not including college. However, raising a child with disabilities can cost up to 3x that amount.

Watch our video on special needs trusts, and then read our article about long-term financial planning for children with disabiltiies. With this quick read, you can learn how to provide for your children - no matter what comes your way.

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

09/12/2026

There is a 0.33% chance that any hit in baseball is a grand slam.

But we got lucky during our annual trip to see the Phillies this week! Kyle Schwarber hit his 10th career grand slam and his MLB-leading 44th home run of the season.

The game was close and the Phillies were fighting to catch up, so it couldn't have come at a better time. Thanks to Schwarber, we won the game!

Of course, the night was made even better by getting to celebrate with our clients, family, and friends.