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!
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
There’s a link between debt and stress.
The federal government requires deceased individuals to file a final income tax return.
It's important to understand how inflation is reported and how it can affect investments.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Being healthy not only makes you feel good, it may also help you financially.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, cracking the code on bonds.
The market is as unpredictable as the weather. We’d love to help you prepare.
Investors seeking world investments can choose between global and international funds. What's the difference?
There are three things to consider before dipping into retirement savings to pay for college.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?