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Hershey Wealth Advisors Simplifying the Complex Experiencing a life transition? The Bottom Line...

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

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

 

Death is No Excuse

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

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

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

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Events on Wall Street

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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