Financial Planning for Families in Transition
At Hershey Wealth Advisors, we take special pride in assisting families and individuals in transition. Whether planning for retirement, reacting to the death of a loved one, or refocusing due to divorce, we are here to guide you to the next financial phase of your life. We help you develop a cohesive and coordinated plan that addresses your income, investments, insurance, tax and estate planning needs. Let us help guide you on your journey.
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Helpful Content
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Saving for College
This calculator can help you estimate how much you should be saving for college.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.