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
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
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.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Saving for College 101
Here’s a crash course on saving for college.