Guided Wealth Management, LLC

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!

05/27/2026

There are many different definitions for retirement success. Some expect their investments to grow all throughout retirement. Some hope to maintain their current net worth. Many retirement advisors consider a successful retirement one where your bank account simply never hits zero during your lifetime.

However, 48% of retirees believe they will outlive their retirement savings.

Let us help make your retirement a success! Schedule an initial, no-cost consultation to start a plan for your retirement.

05/25/2026

We're the home of the free because of the brave. This Memorial Day, we remember all who gave their lives to protect our nation's freedom. Thank you for your service, our hearts are with you and your loved ones.

05/22/2026

Investment firms have a new requirement - The Financial Industry Regulatory Authority (FINRA) now requires that investment firms make reasonable efforts to acquire the name and contact info of a person you trust.

Should you provide a 'trusted contact' for your accounts? Read our quick article to learn how this new rule can protect you.

This investment account question is vital and answered as early as possible.

05/19/2026

Very exciting!🙏🥳🙋🏻‍♂️🙏🙏

05/18/2026

May is a busy month with all three of Gary's girls celebrating birthdays! 🎂 Kerry's birthday is today, May 18th, while Tara and Kaylie celebrated earlier in the month.

Let's hear some celebration for the birthday girls! 🎉 (And some condolences for Gary as he generously pays for all the presents and special dinners.)

05/18/2026

Congratulations to Aaron Rai for his unexpected win this weekend at the PGA Championship!

This past week, Guided Wealth went to the practice round at Aronimink to see how things were shaping up. Gary, Jesse, and Michelle saw many top golfers, like Shane Lowry and Rory McIlroy. (Plus, Gary was able to visit the course again this Sunday to see the competition whittle down.)

We're proud to say Aronimink is right in our backyard. Everyone can agree, this year's tournament was tee-rific! 🏌️

05/11/2026

Statistics tell us that nearly 7 in 10 retirees will need some form of long-term care in their lifetime. This care isn't always nursing home care. It could be help with feeding, dressing, or bathing.

In any case, there is a high likelihood that you will need help. At Guided Wealth, we offer many ways to plan your Long-Term Care needs. We'll explore the latest policies with you. We are independent and here to help.

Read our article for a list of 8 questions to help you better understand what to look for:

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

05/11/2026

In addition to our own moms, we'd like to wish an extra special happy Mother's Day to the only mom in our office - Stacey! She's a wonderful mother to her two girls (and she helps take care of all of us, too).