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.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
How Income Taxes Work
A quick look at how federal income taxes work.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Is your estate in order? This short quiz may help you assess your overall strategy.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Understanding the cycle of investing may help you avoid easy pitfalls.
When do you need a will? The answer is easy: right now.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The decision whether to buy or rent a home may have long-term implications.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.