Robo-advisors fill a need. They are serving people with a small amount of money who haven't traditionally been served by advisors. That being said, PWR is not a robo-advisor and we have no plans to become one.
Read MoreLinda Answers: My spouse and I recently decided to get a divorce. What should we expect with regards to the divorce process and its financial implications? I am particularly concerned about how my retirement plan will be affected.
Read MoreLinda Answers: Should I save to my pre-tax 401k at work or my Roth IRA? I cannot fully fund both.
Read MoreA credit freeze and a credit lock are two separate services. They are very similar but do have distinct differences.
Read MoreFIRE stands for financially independent, retire early. The movement continues to grow, with retirees in their 20's through 40's. It has caught on because it is unexpected - we don't picture retirees being so young.
Read MoreI moved to consulting status - now what? This transition can be confusing, but as long as you stay organized you will be fine. Here are some recommendations to help get you started.
Read MoreWe are even seeing a new wave of Ponzi schemes involving virtual currencies, such as Bitcoin. Here is a summary of what to look for to protect yourself against Ponzi schemes.
Read MoreHopefully, this will help you decide which of your cards you should bring, what fees you should know about, and when to use a debit card versus a credit card.
Read MoreWe created the PWR Cash Flow System to help our clients and readers get started with an easy-to-use solution to track their spending.
Read MoreImpact investing offers similar, if not better, returns than traditional investing with the added benefit of creating positive social and environmental change. That being said, creating an impact investment strategy does not have to be a major shift from what you are already doing.
Read MoreSchedule an initial call to get a personalized quote and speak with one of our CERTIFIED FINANCIAL PLANNER™ professionals.
Join our monthly educational newsletter. We curate interesting articles, tips to protect your money, and books worth reading as your resource for all things financial.
© Planning Within Reach, 2014-2024. All Rights Reserved. Disclosure | Privacy | ADV
