
Blog
Financial Blog For Busy Families & Impact Investors
Blog Posts by Category
When Target-Date Funds Aren't the Best Solution
We really like target-date funds. They are a simple and convenient solution for those that want an all-in-one investment strategy and don't want to worry about rebalancing. However, there are two situations where they aren't the best choice.
Know a teenager working their first summer job? Tell them to do this...
If you have a teenager in your life that is working their first summer job, talk to them about this money strategy.
Becoming a Stay-at-Home-Parent? 10 Things to do Before Leaving your Job
Thinking of leaving your job to stay home with your child? Make sure you follow these steps before making the move.
Tips to Teach Children the Value of Money
3 Tips to Help Children Learn the Value of Money
Retirement Savings Options for the Self-Employed
Yes! You can still save for retirement when you are the boss. Here are your options.
We SOLD a house for the first time, and I learned a lot...
We SOLD a house for the first time, and I learned a lot...
Starting a New Business? Here is a checklist.
Are you thinking of starting a new business? This checklist guides you through what you need to know in order to get your new business up and running.
Your DIY Financial Plan Workflow
Everyone wants to update their financial plan right now. I get it - the start of a New Year naturally gets us energized and ready to make progress. If you don't have an advisor or formal financial plan, here is a rough DIY Financial Plan workflow.
PWR's San Diego Experts: Landing Your Next Job with Kolby Goodman
So, our interview today is with Kolby Goodman. He is the owner of The Job Huntr and specializes in helping his clients create eye-catching resumes, craft memorable interview answers, establish a professional LinkedIn profile, and explore new opportunities in their personal and professional networks.
The Sustainable Gifts I am Giving This Year
Great products by great companies. Here is this year’s guide.
The Gift of a Financial Plan
I have completed dozens of financial plans that were gifts - the person paying for the financial plan was different from the person going through the process and receiving the financial plan. Here is what to expect if you are interested in giving (or receiving) a financial plan this year.
Ask Your Parents - "What's your estate plan?"
Many people have ‘something’ with regard to estate planning, but often what they have is not complete, not updated, or not sufficient. Children can play an important role by helping their parents get their affairs in order. Given that this could potentially be a tough conversation, here are some questions to get you started.
In-Kind RMD Strategy [video]
For people who don’t need the money yet, such as those who inherited an IRA subject to RMDs but are still working, you can transfer shares equivalent to the RMD amount to a Brokerage account. That allows you to satisfy the RMD but keep the money invested. Let's go through this strategy.
6 Estate Planning Mistakes and How to Fix them
Estate Planning is something we all need to do regardless of net worth or personal situation. Your loved ones bear the burden of your mistakes - whether that is high probate fees, delays in receiving their inheritance, or hurt feelings that can destroy relationships. Here are the most common mistakes and how to avoid them.
Backdoor Roth Conversion Tip [video]
Quick Tip - Doing Backdoor Roth Conversions for clients and it got me thinking...
Investing During an Election Year [video]
Feeling nervous about investing this election year? This video will put things in perspective and help you focus on what you can control.
A Newlywed's Guide to Updating Insurance
Don’t wait too long after the honeymoon to dive into your finances as a married couple. Getting married is a “qualifying event”, giving you a rare 30-60 day window to change your insurance elections outside the annual enrollment period. Here is how to start reviewing your policies together as a newly married couple.