How We Think
PWA Blog
Keep up to date on topics that impact your life and your world.
The Pros and Cons of Early Retirement in Illinois
Picture having your morning coffee on your back porch, any day of the week, with no work deadlines in sight. As a kid-free professional, your
Preparing for High-Conflict Divorces: Financial Tips for Protecting Your Assets
Divorce is challenging under any circumstances, but when conflict escalates, financial matters often become contentious. In these situations, being proactive, informed, and strategic is essential
The Best Financial Strategies for Women Approaching Retirement
Money talks, but for women approaching retirement, it needs to speak a different language. The reality? Women often face unique financial hurdles that traditional retirement
PWA Videos
Stay in the know about the issues that matter most to you.
Finding Power in Your Past
Divorce can feel like the end of a story, but what if it’s actually the beginning of a new chapter—one that brings clarity, growth, and
Roth Conversions: The Best Time to Make the Move
Timing is everything when it comes to Roth conversions. Should you make the switch before or after retirement? In our latest video, we break down
10 Common Mistakes to Avoid During Divorce
Divorce is a big life transition, and knowing what to avoid can make all the difference. In this video, we’re highlighting 10 common mistakes and sharing tips to help you navigate the process with confidence. Whether you’re just starting out or already on your journey, these insights will help you move forward with clarity.
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.
