Newlyweds

Newlyweds have a lot to gain from going through the financial planning process. You have tough financial decisions to make. Who is going to pay the bills? Do we keep our money separate or combine? Are we now supposed to have a say in how each other spends their money? All these questions are best answered with the help of an objective, 3rd party professional.

The time to set up a healthy financial communication line is now.

Our comprehensive newlywed financial plan offers a review of your current financial lives and how to blend your finances together. We show you how you can achieve your financial goals by building a sturdy financial house.

Working with PWR, you can expect to gain new confidence about your overall financial picture and the steps you should take to build a solid foundation that can withstand job changes, a house purchase, children, and whatever else life throws your way.

Looking for a Newlywed Financial Plan? Review our service to see if it is a good fit for you.


In the Media

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Credit Lock v.s. Freeze. Don’t Get Fooled.

Dear Alicia,  I have been following your newsletter telling me that credit freezes will now be free. The other day I was watching television and saw an advertisement for Experian’s Credit Lock Services. Should I sign up for that instead of the freeze? It sounds exactly the same to me. Thanks, Credit Craig Dear Craig, Great question! A credit freeze and a credit lock are two separate services. They are very similar but do have distinct differences. Credit Lock: Instant... Read More

Can’t get yourself FIREd? You can still have a LIFE.

FIRE stands for financially independent, retire early. The movement continues to grow, with retirees in their 20’s through 40’s. It has caught on because it is unexpected – we don’t picture retirees being so young. Yet it is entirely possible and there is an ever-growing number of blogs and books that prove it. The typical profile of someone who has achieved FIRE: Graduated from college with very little or no student loan debt Earned $100,000+ per year with benefits Saved... Read More