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. Our current clients can review all important information relating to their meetings and data gathering process via for our clients.

Free Downloads

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

Helpful Links

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

For Our Clients

A guide for our current clients to their documents and meetings. Learn More >>


In the Media

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Ask Linda: We’re Getting Divorced. Now what?

Dear Linda, 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.  Separated Sam Dear Sam, We outlined the most common ways to obtain a divorce below, including the estimated price for each process. While this is not meant to replace your own due diligence, it should help you get started. Here are the... Read More

What is AD&D Insurance?

Dear Alicia, I have the ability to buy AD&D Life Insurance at work. The coverage would cost me less and I would get a higher death benefit than the Term policy I currently have. Should I buy it? I don’t understand the difference? – Insurance Irene  Dear Irene, In general, life insurance is purchased to give those who are dependent on your income a lump sum of cash upon your death so they can sustain their current lifestyle. An AD&D... Read More