Financial Advising Resources

In addition to providing personal financial planning services, PWR is pleased to provide free resources to get financial and investment information. We invite you to learn more about the value and benefits of planning now for your future through our free downloads and helpful links.

Helpful Links

The Web represents an invaluable repository of information on financial planning – as long as you know where to look. Learn More >>

Free Downloads

Check out these articles and other materials, which you can easily download to your phone, tablet and computer. Learn More >>

Produce Pro: Tips for Summer Fruits and Veggies

My father’s family has been in the produce and grocery business since the 1930’s and have owned stores in Palo Alto, Menlo Park and Saratoga, California. He started working in the stores when he was 12. Growing up, I would always watch him diligently shop for fresh produce, and over the years, I have learned many tips and tricks . Here are some of my favorites, since summer is right around the corner. 1. Washing produce – Did you know... Read More

Best Money-Saving Apps of 2017

Best Money-Saving Apps of 2017   Check out these money-saving apps that will save you time and money, with little effort. Ebates.com Ebates.com gives you a percentage (%) of cash back for online purchases (and a few in-store purchases as well). Create an account on their website, choose where you are online shopping, and they will automatically calculate your savings once you make the purchase.  In fact, they send you a $10 gift card just for signing up.  Cons: You can’t... Read More