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
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Life insurance proceeds are generally tax-free. But not in all cases.
Understanding how a stock works is key to understanding your investments.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
An inside look at how marginal income tax brackets work.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are hundreds of ETFs available. Should you invest in them?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
You’ve made investments your whole life. Work with us to help make the most of them.
How will you weather the ups and downs of the business cycle?
When do you need a will? The answer is easy: Right Now.
What does your home really cost?