Free Money Advice Downloads For Your Family

Click on the titles listed below and download informative articles and other materials to help you prepare for your financial future.

  • Starting a Business ChecklistStarting a Business Checklist

    When starting a business use our helpful checklist to make sure you get everything in order. Download

    Download Now

  • Our ValueOur Value

    Wondering a little about who PWR is and what makes us different? Check out “Our Value.” Download

    Download Now

  • Household FinancesHousehold Finances

    The things every spouse and partner should know about household finances. Download

    Download Now

  • LFE Institute: Money Minute ChecklistLFE Institute: Money Minute Checklist

    LFE Institute offers a checklist for some practical ways to save money on many things. Download

    Download Now

  • Get on Track Financially Before the Baby ComesGet on Track Financially Before the Baby Comes

    Planning Within Reach provides a checklist on how to get on track financially before the baby comes.

    Download Now

  • Tips for Controlling Your SpendingTips for Controlling Your Spending

    Planning Within Reach offers some practical advice on controlling spending.

    Download Now

Planning Ahead – Estate Concerns

Dear Linda, My father was recently diagnosed with a serious progressive illness. After the initial shock, my siblings and I feel this is a good time to make sure his finances are in order, particularly with regards to estate planning. What do you recommend? Dear Reader, Have your father meet with an estate planning attorney licensed in his state. This type of lawyer specializes in making sure a client’s wishes, with regards to one’s finances, are met in the event... Read More

Best Money-Saving Apps of 2017: Part 2.

Money-Saving Apps Part 2 I am back with another 3 great “money-saving” apps to share. Cardpool Cardpool is one of my favorites. I use it all the time to buy discounted gift cards for Starbucks, AMC and Nike purchases. They have gift cards for Target, Costco, Gas stations and plenty others. You do have to spend the money upfront to buy the gift card, but I usually purchase the “instant cards” from my phone app right before I know I am... Read More