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
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Five creative (and inexpensive) ideas for motivating your employees.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
What does your home really cost?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How does your ideal retirement differ from reality, and what can we do to better align the two?
Estate conservation is too important to put off. Do you have a smart exit strategy?
How will you weather the ups and downs of the business cycle?
$1 million in a diversified portfolio could help finance part of your retirement.