Retirees

PWR serves retirees of all wealth who are looking for an advisor that will see them through the next 20+ years.

To prepare for a successful retirement, we help clients determine the most tax-efficient withdrawal and investment strategy that balances their retirement and investment income. We evaluate other opportunities that may be available, such as Roth conversions, and incorporate them into the analysis. We help plan for required minimum distributions and explain the options when it comes to long-term care.

When is the right time to take social security? Do you still need your life insurance policy? Can you gift money to your children or favorite charity now without worrying that you will run out of money?

PWR has a detailed and thorough process to help answer all of your questions confidently so you can focus on the next phase of your life. Why figure it out on your own when you can have a Comprehensive Financial Plan to guide you.


In the Media

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Impact Investing: The Lingo

Impact Investing is an investment strategy that seeks to create a positive social and / or environmental change while also generating a financial return. People interested in impact investing have expressed to us confusion over the many acronyms and terms used. This is our first post in a series on impact investing where we focus on demystifying the most common lingo. ESG stands for Environmental, Social and corporate Governance. The ESG factors were developed as a way to categorize areas... Read More

The Tax Implications of Donation-Based Crowdfunding

Are you considering setting up a crowdfunding campaign for yourself, or someone you know, to help pay for medical bills, tuition, or raise money for a cause? While there are different types of crowdfunding, we address donation-based crowdfunding in this post since it is the kind we see most often. Money received from donation-based crowdfunding should be considered gifts, and therefore non-taxable. However, payment processors used by crowdfunding sites, such as Paypal, may issue a Form 1099-K to the recipient... Read More