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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Five phases to changing unhealthy behaviors.
Life insurance proceeds are generally tax-free. But not in all cases.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
A look inside the U.S. government's statistics on household net worth.
Is your estate in order? This short quiz may help you assess your overall strategy.
Calculating your potential Social Security benefit is a three-step process.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Recent changes in estate tax laws could affect the strategy you have in place.
There’s an alarming difference between perception and reality for current and future retirees.
If you died, what would happen to your email archives, social profiles and online accounts?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Here is a quick history of the Federal Reserve and an overview of what it does.