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
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.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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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
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.