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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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