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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.

Helpful Content

Your DNA Test

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

 

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Surprises

Making the most of surprises is a great reason to work with us.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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