Free Money Advice Downloads For Your Family

Click on the titles listed below and download informative articles and other materials to help you prepare for your financial future.

  • Before and After “I Do”, Newlywed FinancesBefore and After “I Do”, Newlywed Finances

    Our FREE guide to what to do before and after “I Do.” When you get married so many things change. This free guide tells you exactly what to do and when.

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  • Personal Monthly Budget WorksheetPersonal Monthly Budget Worksheet

    Looking for a FREE monthly budget worksheet? This will simplify your monthly budgeting. All you have to do is fill in your expenses and start saving money!

    Download Now

  • Our ValueOur Value

    Wondering a little about who PWR is and what makes us different? Check out “Our Value.” Download

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  • Tips for Controlling Your SpendingTips for Controlling Your Spending

    Planning Within Reach offers some practical advice on controlling spending.

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  • Get on Track Financially Before the Baby ComesGet on Track Financially Before the Baby Comes

    Planning Within Reach provides a checklist on how to get on track financially before the baby comes.

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  • Freeze your Credit, a How-To GuideFreeze your Credit, a How-To Guide

    Want to know more about freezing your credit? Here is a how-to guide talking about how to protect yourself, where you can freeze, and our thoughts credit monitoring. Download

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  • Starting a Business ChecklistStarting a Business Checklist

    When starting a business use our helpful checklist to make sure you get everything in order. Download

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  • PWR’s Identity Theft ChecklistPWR’s Identity Theft Checklist

    Looking for ways to keep your information safe? PWR is constantly looking into new ways to make your documents and personal information safe. Check out our own Identity theft checklist to implement our suggestions. Download

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  • Household FinancesHousehold Finances

    The things every spouse and partner should know about household finances. Download

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  • LFE Institute: Money Minute ChecklistLFE Institute: Money Minute Checklist

    LFE Institute offers a checklist for some practical ways to save money on many things. Download

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  • Ways to get “Free Money” for CollegeWays to get “Free Money” for College

    Sending a child to college soon? Look at this infographic on all the great resources for getting college financials in order. Download

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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