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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It's important to understand the pros and cons when considering a prepaid debit card.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
If you find it hard to attain personal life goals, there’s an app for that!
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What is your plan for health care during retirement?
Even low inflation rates can pose a threat to investment returns.
There’s an alarming difference between perception and reality for current and future retirees.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Smart investors take the time to separate emotion from fact.
Have you found yourself suddenly single? Here are 3 steps to take right now.