Advice for All Stages
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Advice for what you should be doing financially at all stages in your life.
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Financial Blog For Busy Professionals & Impact Investors
If you are invested in Schwab Intelligent Portfolios®, consider this alternative.
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The debate is no longer about active versus passive - passive is taking over. Instead, it's about which type of indexing methodology is best.
Read MoreMy Largest Unexpected Expense as a First-Time Home Buyer
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What I have learned since being an owner is that there are other costs of homeownership that aren't often discussed or known. I have now realized I didn't account for the one thing, that as of today, has been my biggest homeownership expense.
Read MoreThe Right and Wrong Way to Leave Wells Fargo
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You're frustrated with Wells Fargo and looking for a change. For those that are ready to leave but not sure how to get started, we outline the steps.
Read MoreWhy We Reduce Social Security Benefits in Our Financial Plans
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Social Security estimates are essential for our planning, but the system needs a change in order to continue to pay 100% of its payouts indefinitely.
Read MoreWhen Target-Date Funds Aren't the Best Solution
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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.
Read MoreHaven't explored ESG-investing yet? This will help you get started.
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You're busy - and you haven't explored ESG-investing yet. Here are some reasons why you may be hesitating.
Read MoreI bought my house at the top of the market, and I am still happy with my decision.
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I am a financial planner. I am educated on the laws of supply and demand, on interest rates, saving and the value of a dollar. I still bought my house at the peak of the housing market in 2018 and...I don't care.
Read MoreWe are not Robo-Advisors
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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 MoreAsk Linda: We're Getting Divorced. Now what?
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Linda 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.
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