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.

  • 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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  • Our ValueOur Value

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

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

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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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  • 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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  • 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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  • Tips for Controlling Your SpendingTips for Controlling Your Spending

    Planning Within Reach offers some practical advice on controlling spending.

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Meal Planning for Working Parents

For working parents, cooking meals during the week can be a challenge.  For each $100 per month that you save from NOT eating out, you could have $100,452 in 30 years (assuming a 6% average return) in your bank account.  It is healthier for you and can minimize the additional expense of lunches (I make double the food we need and pack up the leftovers for everyone to take to school or work the next day). In my own household, a... Read More

Advice for All Stages

Recent Graduates / Early Career Typically in your 20’s Cash Flow:  Allocate at least 20% of your gross income to long-term savings and / or paying off debt.  Now is the time to get money invested so it can compound. Start identifying spending habits and patterns by creating a budget or trying out the WholeWallet30. Tax Planning:  For many during this stage, it makes sense to save to a Roth versus pre-tax retirement vehicle since starting salaries tend to be lower than in... Read More