Pennell Wealth Advisors

Newsletters

When You Can’t Speak for Yourself

Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
Turbulent Times: Bear Markets Come and Go

A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
Four Things Investors Should Know About Stock Splits

If you’ve wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics.
Five Tips to Regain Your Retirement Savings Focus in 2021

This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?