Is College Still Worth the Cost? Be smart about Planning for College
KCUR ‘Up to Date’s - Smart Money’ Radio Broadcast featuring Sandi Weaver It's widely acknowledged that college graduates...
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Don't End up on Campbell's Soup!
Most of our clients use their retirement projections to answer the all-consuming question "Can I retire?" A lot of...
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You’re retired, but what happens if…
Many people use their retirement projections to answer the all-consuming question "Can I retire?" Whether you use...
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The Future of Retirement
KCUR ‘Central Standard’ Broadcast featuring Alex Petrovic Listen Now
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Love and Money
KCUR ‘Up to Date’ Radio Broadcast’ featuring Alex Petrovic Money is the leading cause of stress in many relationships...
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A Guide for Same Sex Couples
In June of 2015, the Supreme Court ruled that the Constitution guarantees a right to same-sex marriage. This opens up...
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Market Update - Recession, Correction, Bear Market... Oh My?
Alex III All of us welcomed 2016 by celebrating with friends and family, but since January 1 the markets have given us...
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2015 Is A Wrap. What's Next? – Sandi
All that jumping up and down for nothin' should be 2015's tag line. Bonds were flat. U.S. large company stocks were flat...
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Financial Planning News – 529 Plans and Qualified Charitable Distributions – Alex III
On December 18 the Bipartisan Budget Act of 2015 was signed. Included in the legislation were a couple of minor, but...
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Fiduciaries and Sweaters? – Alex
--Suitability means selling you a sweater that fits. Fiduciary duty means it actually has to look good on you.-- Ever...
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2015 Tax Reporting Update
For those clients who transferred their accounts from Schwab to Raymond James in 2015, please be aware you will receive...
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PWFS First Quarter 2016 Newsletter
We have 3 good articles in this edition. Sandi reviews last year's markets and gives a preview of 2016. Alex writes...
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