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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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