What's New for PWR in 2018Â ðŸŒŸ

January 2018 Newsletter

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The Bridal Bazaar Event

We had fun this month educating newlyweds on financial planning in San Diego. Here we are at our booth before the chaos began. It was a beautiful event and we are grateful for all the soon-to-be newlyweds (and their parents!) who stopped by to learn about our services.

From Our Desk

Shopping for gifts over the holidays inspired Alicia to write "Get the Gift of a Financial Plan." She gives you 4 Way's, Why's & How's to get a financial plan as a gift.

Linda wrote about the recent changes to 529 plans and 3 Steps to Keeping Your Investment Accounts Safe.

Articles We Read This Month

How long will $1 Million dollars last in each state?

"The Risks of Buying a Home That’s Too Big" gives you good reasons to think about how big of a house you really need.

12 tax breaks rejected by the IRS. This is a good reminder to not get creative during tax season.

2017 Tax Preparation

Dreading doing your taxes this year? You can outsource the dirty work to us. Learn more about PWR's tax service.

What is New with PWR in 2018?

We are getting educated on SRI and impact investments.
We are offering tax preparation.
There will be more giveaways via this newsletter and social media.
We are completely virtual.
We are creating educational videos and social media content.
We have implemented 1-minute feedback surveys after every engagement to make sure our services are top notch.

Books We Are Reading

Tribe of Mentors. It is full of books that inspired others, quotes to remember, and fascinating stories.

Congratulations!

Alyssa from Bridal Bazaar won 1 free hour of financial guidance!

Follow Us on Social Media

We are active on social media. Follow us to stay up-to-date on PWR news, events and giveaways.

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