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
Helpful Content
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
View all articles 
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
Doubling Your Money
This calculator demonstrates the power of compound interest.
View all calculators
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
View all presentations
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Saving for College 101
Here’s a crash course on saving for college.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.