Personal Financial Planning

With the stress and demands of a full-time job, many working professionals put off financial planning, with the vague idea that they’ll “get around to it someday.” In fact, the very best time to begin the planning process is right now. Your future depends on it.

But how do you begin saving for retirement when your rent or next car payment is due at the end of the month? PWR can help. Our comprehensive personal finance services are geared toward achieving your individual goals – including investment advice, retirement planning, reviewing company benefits and all other factors affecting your ability to make and save money for the future.

Working with PWR, you can expect to gain new confidence about your overall financial picture. And when things no longer seem out of control, you can work even harder – and with more focus – on achieving what you want to be as a professional and as an individual.

Your Finances, Your Way

Planning Within Reach is committed to helping you achieve your financial goals. We're here to help, which is why we offer free resources. Download this tip sheet to learn some practical advice on controlling spending.

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How to Recognize a Ponzi Scheme

A Ponzi scheme is a fraudulent investment. The organizers of the scheme do not invest your money in something with intrinsic value. Instead, they pay you a “return” with the contributions of new investors. Ponzi schemes received their name in the 1920’s after Charles Ponzi was convicted of running this type of business. Despite all the knowledge we have of previous Ponzi schemes, they continue to defraud people from all walks of life. We are even seeing a new wave... Read More

Credit & Debit Cards to Use Abroad

Are you traveling abroad this summer and unsure which of your “plastic” you should bring with you? Travel is already a luxury but it can get even more expensive when each purchase is racking up additional fees. Recently I went to Asia and did some research of my own. Hopefully, this will help you decide which of your cards you should bring, what fees you should know about, and when to use a debit card versus a credit card. Credit... Read More