Free Money Advice Downloads For Your Family

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!

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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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  • 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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Ask Linda: Is it safe to have all of my money at one Brokerage firm?

Dear Linda, I remember being told that I shouldn’t keep more than $250,000 at one bank since that is the FDIC insurance limit. What about my money at a brokerage institution, such as Schwab, Vanguard, or Fidelity? Should I spread my money out across brokerage firms as well? Curious Carl Dear Curious Carl, Protecting your money in the bank versus your money in a brokerage firm requires two separate approaches. Let me explain the process for both. How to protect... Read More

Impact Investing: Creating a Strategy

Impact investing offers similar, if not better, returns than traditional investing with the added benefit of creating positive social and environmental change. That being said, creating an impact investment strategy does not have to be a major shift from what you are already doing. We recommend a top-down, holistic approach to impact investing versus divesting from companies or industries in an ad hoc manner, which can lead to underperformance. At a minimum, it can mean the inclusion of environmental, social and governance (ESG) ratings in the... Read More