Understanding Today's Financial Environment
Welcome. We are Penn Investment Advisors, a financial organization based in Doylestown, Pennsylvania. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is to plan for retirement, save for college, or design an estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
What’s Your Risk Tolerance?
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Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The item most homeowners forget on their home improvement project checklist is insurance.
When to start? Should I continue to work? How can I maximize my benefit?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.
It’s never a bad time to speak with your financial advisor about changes in your situation.