Pennell Wealth Advisors

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Signs of a Scam…and How to Resist It

Discover four common practices that might help you identify and avoid scams.
Key Retirement and Tax Numbers for 2021

IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
A More Affordable Life Insurance Solution

Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.
Sequence Risk: Preparing to Retire in a Down Market

This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.