Financial Blog For Busy Families & Impact Investors


Linda Rogers Linda Rogers

How to Retire Abroad

Whether you are seeking an adventure or the ability to stretch your retirement funds, this guide can help ensure a smooth transition overseas.

Read More
PWR Planner PWR Planner

PWR's San Diego Experts: Hiring a Rental Property Manager with Anthony Schmitt

We wanted to find an expert in managing properties to give our clients and readers more information on this topic and a framework to help them find a great property manager. Today, Tony is answering all of our property management questions, from how to find a property manager, to what they do, and how to make sure you find a good one.

Read More
Linda Rogers Linda Rogers

What are "green" bonds?

Green bonds are not a panacea, but they are a tool in your toolbox. Including them in your portfolio, along with ESG-focused ETFs, provide you with additional exposure to entities that are hedging their own climate risks.

Read More
PWR Planner PWR Planner

Whole "WALLET" 30

A diet for the benefit of your physical health is directly correlated to a diet for the benefit of your financial health. If you can or would do a 30-day food challenge, I propose a similar challenge, but for your budget.

Read More
Linda Rogers Linda Rogers

Moving for a Better Standard of Living

While moving is not the only way to improve your financial situation, it is a compelling option in that it can produce almost immediate results. We can help you crunch the numbers to see if moving is the right decision for you.

Read More
PWR Planner PWR Planner

PWR's Bay Area Experts: Real Estate Love Letters with Robert Parker

My fiance and I wrote a love letter when we bought our home and we heard from the sellers agent that it was a big factor in why they chose us. I wanted to learn more so I reached out to Robert to help explain how Love Letters can be a powerful tool in today's tight real estate market.

Read More
PWR Planner PWR Planner

My Largest Unexpected Expense as a First-Time Home Buyer

What I have learned since being an owner is that there are other costs of homeownership that aren't often discussed or known. I have now realized I didn't account for the one thing, that as of today, has been my biggest homeownership expense.

Read More