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 >>

For Our Clients

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


In the Media

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A Newlywed’s Guide to Updating Insurance

A lot of things change when you get married, including your insurance options. Making sure your insurance is adequate once you are married is an important step to take. You have the option of buying new, combining, and/or discontinuing policies you will no longer need. Here are the insurance coverages we recommend you review or consider purchasing once married. Life Insurance After you say “I Do”, you might need to increase your life insurance coverage. The bills you would leave your spouse with include,... Read More

Tax Planning for 2018

The TCJA (Tax Cuts and Jobs Act) passed in late 2017 affects your tax planning for 2018. We highlighted the changes that are most likely to pertain to our clients. The information is general in nature, and not a substitute for individual and customized tax advice from your tax preparer. 1) Some retirement plan contributions have increased. If you contribute to a TSP, 401k, or 403b, you may be eligible to increase your savings. The limit is now $18,500 versus... Read More