Pennell Wealth Advisors

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Putting Your Nest Egg in Three Baskets

Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
Money Market Funds in a Low Rate Environment

Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
Return of Premium Life Insurance: Protection and Cash Back

This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
Three Questions to Consider During Open Enrollment

Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.

Lease Payment

How much would your monthly lease payment be?
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators »