Financial Advising Resources

In addition to providing personal financial planning services, PWR is pleased to provide free resources to get financial and investment information. We invite you to learn more about the value and benefits of planning now for your future through our free downloads and helpful links.

Helpful Links

The Web is an invaluable repository of information on financial planning – if you know where to look. Learn More >>

Free Downloads

Check out these articles and other materials, which you can easily download to your phone, tablet and computer. Learn More >>


In the Media

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5 Myths About Credit Scores for Newlyweds

My Newlywed clients often ask me about how their credit score changes when they get married. I am sharing some of the typical myths I hear and discussing how your credit score is really affected by getting married or divorced. Myth 1: We have a joint credit score as a couple. Credit scores are calculated and given on an individual basis. When you get married, your credit scores do not get merged into one joint score. You will each remain... Read More

Allowances for Children

Age 5 is a common age when parents start thinking about issuing an allowance to children.   The goal with an allowance is to teach children about personal finance and delayed gratification.  Children who practice delayed gratification tend to be more successful in life.  Thankfully, this is a skill that can be acquired with practice.   You may choose to tie the allowance to chores, or not.  There are two schools of thought on the topic, which you can read about here.  Personally, I... Read More