Penn Wealth Planning
Our team of personal wealth advisors uses comprehensive financial planning to service the needs of individuals and businesses.
At Penn Wealth Planning, 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 unbiased financial research and wealth planning guidance, eliminating potential conflicts of interest that get in the way of reaching your goals.
Trust | Communication | Unbiased Guidance | Independent Research
These are the cornerstones of our financial practice at Penn Wealth Planning. 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.
Rightsizing for Retirement
What does your home really cost?
How Stocks Work
Understanding how a stock works is key to understanding your investments.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
An increasing number have been developed to help individuals with their personal finances.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Three things to consider before dipping into retirement savings to pay for college.
Why are 401(k) plans, annuities, and IRAs so popular?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you have causes that you want to support with donations? Here are three tips.
Smart investors take the time to separate emotion from fact.