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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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