Pennell Wealth Advisors

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Insurance to Help Protect Your Business from Lawsuits

Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
Watch Out for These Financial Pitfalls in the New Year

Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
Signs of a Scam…and How to Resist It

Discover four common practices that might help you identify and avoid scams.
Asset Protection: Make Sure Your Umbrella Is Big Enough

While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Car Affordability

How much can you afford to pay for a car?
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?