Blog

Financial Blog For Busy Families & Impact Investors

Blog Posts by Category
Linda Rogers Linda Rogers

A New Reason to Consider QCDs in 2026

Learn how the new 2026 charitable deduction rules may make Qualified Charitable Distributions (QCDs) from an IRA more valuable for retirees and charitable givers.

Read More
Linda Rogers Linda Rogers

Late-Stage College Planning [video]

Linda Rogers of PWR chats with Heidi King at College Inside Track.

They talk about late-stage college planning including:

- Best loans that give kids some 'skin in the game'.

- Is it realistic to expect kids to pay for college like you did?

- Is college still worth it?

- Is leaning on a community college a safe strategy?

- The emotional and social cost of transferring.

- How College Inside Track has been helping families for the last 20 years.

Read More
Income Tax Linda Rogers Income Tax Linda Rogers

How to change your tax home.

Moving your domicile is not as easy as declaring a change. Assume you will be audited and be clear and calculated in terms of how you go about the change, especially if you are a high-income taxpayer leaving a high-tax state such as New York and California.

Read More