Penn Wealth Planning, LLC
Our team of personal wealth advisors uses comprehensive financial planning to service the needs of individuals and businesses.
At Penn Wealth Planning, LLC, we know that the most important aspect of wealth planning isn’t even about money. It’s about protecting what you hold dear—the lifestyle you enjoy today and anticipate for tomorrow, your children’s education, the ongoing strength of your business, where and how you will live in retirement, and the legacy you will leave.
These are components that require careful, clear and confident planning to help ensure the wealth you have accumulated grows and supports the lifestyle you desire now and throughout your retirement years.
Our team of personal wealth advisors takes a proactive approach to value-based financial planning with the ultimate goal of protecting your enjoyable lifestyle. We begin by learning what is most important to you and developing strategies aligned with your personal goals and objectives. As independent financial advisors, we provide objective financial research and wealth planning guidance, seeking to mitigate potential conflicts of interest that get in the way of reaching your goals.
Trust | Communication | Objective Guidance | Independent Research
These are the cornerstones of our financial practice at Penn Wealth Planning, LLC. We will be there with timely strategies to empower you with the right tools to make your future goals a reality. That’s our commitment to you.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
What’s the deal with your yearly free credit report?
Military families face unique challenges, making personal finance even more critical.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The uncertainties we face in retirement can erode our sense of confidence.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Here are five facts about Social Security that might surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
With alternative investments, it’s critical to sort through the complexity.
It's easy to let investments accumulate like old receipts in a junk drawer.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What is your plan for health care during retirement?