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.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
An increasing number have been developed to help individuals with their personal finances.
How long does a $20 bill last?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The true cost of raising a child may be far more than you expect.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Learn how to harness the power of compound interest for your investments.
A special needs trust helps care for a special needs child when you’re gone.
There’s an alarming difference between perception and reality for current and future retirees.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, infiltrating the world of bonds.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.