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?
Click the button below to find out today!
12 Things to do Before the Ball Drops
The year’s end is the perfect time to do these 12 things.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
The uncertainties we face in retirement can erode our sense of confidence.
Lifestyle considerations in creating your retirement portfolio.
Healthy habits are one of the greatest gifts to give your child.
Four vacation destinations you might never have thought of.
This worksheet can help you estimate the costs of a four-year college program.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
What is your plan for health care during retirement?
There are hundreds of ETFs available. Should you invest in them?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
$1 million in a diversified portfolio could help finance part of your retirement.
Around the country, attitudes about retirement are shifting.
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.