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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
A few strategies that may help you prepare for the cost of higher education.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Here's a breakdown of how the federal government spends your tax money.
What can be learned from the savings rate?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Recent changes in estate tax laws could affect the strategy you have in place.
It's easy to let investments accumulate like the junk in a junk drawer.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
Estate conservation is too important to put off. Do you have a smart exit strategy?