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PWA Blog
Keep up to date on topics that impact your life and your world.
How Inflation Affects Your Retirement Savings in 2024: A Guide for Child-Free Retirees
As we navigate the economic landscape of 2024, child-free retirees and those on the cusp of retirement face a unique challenge: safeguarding their hard-earned savings
How to Value and Divide Crypto Currency in a Divorce
When going through a divorce, it is important to consider how to divide the assets of the marriage. This includes any cryptocurrency investments made during
Top Retirement Tax Strategies for Illinois Residents
Retirement planning is like piecing together a complex puzzle, with taxes forming a crucial part of the picture. For child-free retirees in Illinois, this puzzle
PWA Videos
Stay in the know about the issues that matter most to you.
Life After Divorce: Managing Your Mortgage
Navigating life after a divorce can be financially challenging, especially when it comes to handling your mortgage. In our latest video, we break down essential tips and strategies to help you make informed decisions. Learn how to assess your mortgage options, understand refinancing, and choose the best path forward to maintain financial stability. Don’t miss these crucial insights to help secure your post-divorce future.
Navigating Divorce: What to Do If Your Spouse Is Using Marital Funds for a New Relationship
Divorce is difficult, but discovering your spouse is using marital funds for a new relationship can make it even more complicated. Learn how to track spending, understand the legal implications, and protect your financial interests to secure your share of marital assets.
Navigating Divorce with a Certified Divorce Financial Analyst®
A Certified Divorce Financial Analyst (CDFA) is your financial compass during divorce. They help you understand your assets, liabilities, and future financial needs, ensuring a fair settlement and minimizing tax consequences. With a CDFA by your side, you can navigate the complexities of divorce with greater confidence.
Our Holistic Approach to Wealth
Many people equate financial planning with investing. Though the two go together, the practice of investing reflects only a small segment of you and your long-term financial situation.
Similarly, we view financial wealth as just one segment of your total wealth which includes your natural, cultural, spiritual, and financial capital. Our goal is to help you to discover a greater purpose for your financial wealth as it relates to your total wealth, and then to translate that purpose into a financial plan.
Planning for financial health and well-being is a constantly evolving task. To accommodate the ever changing nature of ourselves and our world, our personalized plans are built to adapt and pivot as life unfolds.
As financial professionals, our partnership with Raymond James, one of the largest broker-dealers in the country, allows us access to some of the most robust, up-to-date research in the industry. And our constantly evolving commitment to our clients frankly never ends.
