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
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The Best Apps in Travel
Technology tips to make your next trip even better.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Saving for College 101
Here’s a crash course on saving for college.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.