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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.

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Linda Rogers Linda Rogers

How to Retire Abroad

Whether you are seeking an adventure or the ability to stretch your retirement funds, this guide can help ensure a smooth transition overseas.

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PWR Planner PWR Planner

PWR's San Diego Experts: Hiring a Rental Property Manager with Anthony Schmitt

We wanted to find an expert in managing properties to give our clients and readers more information on this topic and a framework to help them find a great property manager. Today, Tony is answering all of our property management questions, from how to find a property manager, to what they do, and how to make sure you find a good one.

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Linda Rogers Linda Rogers

What are "green" bonds?

Green bonds are not a panacea, but they are a tool in your toolbox. Including them in your portfolio, along with ESG-focused ETFs, provide you with additional exposure to entities that are hedging their own climate risks.

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PWR Planner PWR Planner

Whole "WALLET" 30

A diet for the benefit of your physical health is directly correlated to a diet for the benefit of your financial health. If you can or would do a 30-day food challenge, I propose a similar challenge, but for your budget.

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Linda Rogers Linda Rogers

Moving for a Better Standard of Living

While moving is not the only way to improve your financial situation, it is a compelling option in that it can produce almost immediate results. We can help you crunch the numbers to see if moving is the right decision for you.

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PWR Planner PWR Planner

PWR's Bay Area Experts: Real Estate Love Letters with Robert Parker

My fiance and I wrote a love letter when we bought our home and we heard from the sellers agent that it was a big factor in why they chose us. I wanted to learn more so I reached out to Robert to help explain how Love Letters can be a powerful tool in today's tight real estate market.

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