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.Services We Offer Meet the Team Contact Us
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Understanding the value of a home warranty.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
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.
Do you know these three personal finance sayings?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
What does your home really cost?
When should you take your Social Security benefit?
Are you ready for retirement? Here are five words you should consider.
Making the most of surprises is a great reason to work with us.