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!
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Tips on insuring your teen driver.
Tips to avoid checking in luggage on your next vacation.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
There are common mistakes you can avoid when saving for retirement.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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.
The importance of life insurance, how it works, and how much coverage you need.
Making the most of surprises is a great reason to work with us.
What does your home really cost?
There’s an alarming difference between perception and reality for current and future retirees.
Even low inflation rates can pose a threat to investment returns.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The market is as unpredictable as the weather. We’d love to help you prepare.