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
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Building Your Legacy
A four-step framework for building a personal legacy.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
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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.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Rightsizing for Retirement
What does your home really cost?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!