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!
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Here's a breakdown of how the federal government spends your tax money.
The true cost of raising a child may be far more than you expect.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
There’s a link between debt and stress.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
A four-step framework for building a personal legacy.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
You’ve made investments your whole life. Work with us to help make the most of them.
Around the country, attitudes about retirement are shifting.
When should you take your Social Security benefit?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?