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
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
It's important to make sure your retirement strategy anticipates health-care expenses.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Here are six flags that may make your tax return prime for an IRS audit.
Do you have an estate strategy? You should.
A good professional provides important guidance and insight through the years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Doing your research is key before buying a vacation home.
A special needs trust helps care for a special needs child when you’re gone.
What does your home really cost?
Learn about the difference between bulls and bears—markets, that is!