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
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
When to start? Should I continue to work? How can I maximize my benefit?
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How will you weather the ups and downs of the business cycle?
Here’s a crash course on saving for college.
What is your plan for health care during retirement?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.