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Monday 9am - 4:30pm Tuesday 9am - 4:30pm Wednesday 9am - 4:30pm Thursday 9am - 4:30pm Friday 9am - 4:30pm Saturday 9am - 12pm

Penn Estate Planning Advisors Inc

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Blue Bell, PA
Penn Estate Planning Advisors Inc

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Penn Estate Planning Advisors, Inc., has been in business since 1999. Estate, Retirement, and Financial Planning for clients in southeastern Pennsylvania.

Call us or join our email list for updates at www.pennestate.com
MISSION STATEMENT
Penn Estate Planning Advisors, Inc., chooses to be ethical because it is right, not just because it is good business practice. Our goal is to have our clients heirs avoid the agony of probate and guardianship. Also, we help our clients avoid or minimize unnecessary taxes. We help our clients establish sound financial plans so they can achieve their retirement goals. By valuing hard work, promptness, and a commitment to doing things right, Penn Estate Planning Advisors ensures dedicated service to our clients' needs. The Estate Plan's trusts, our attorney partnerships, our financial products, and services will provide our clients with the best long term value in the marketplace.

- See more at: http://www.pennestate.com

10/31/2026

https://www.moneytalksnews.com/money-in-a-minute-for-the-week-ending-oct/?utm_source=beehiiv&utm_medium=newsletter&utm_campaign=10-deep-discounts-available-on-amazon-this-friday
Money in a Minute for the Week Ending Oct. 30, 2026
Here's a quick roundup of the news that moved your money this week.

Here’s a quick roundup of the news that moved your money this week, from Money Talks News founder Stacy Johnson.

10/30/2026

https://www.moneytalksnews.com/what-your-retirement-budget-is-probably-missing-and-how-to-fix-it/?utm_source=beehiiv&utm_medium=newsletter&utm_campaign=you-re-probably-packing-too-much-leave-these-5-things-at-home
What Your Retirement Budget Is Probably Missing (and How to Fix It)
Discover how underestimating your retirement spending could leave you vulnerable when you need funds the most.

Discover how underestimating your retirement spending could leave you vulnerable when you need funds the most.

10/23/2026

https://www.moneytalksnews.com/taking-your-pension-as-a-lump-sum-the-irs-rates-behind-the-payout-just-rose/?utm_source=beehiiv&utm_medium=newsletter&utm_campaign=taking-your-pension-as-a-lump-sum-the-irs-rates-behind-the-payout-just-rose
Taking Your Pension As a Lump Sum? The IRS Rates Behind the Payout Just Rose
The promised monthly check hasn't changed. What it's worth as a single payment has, and the timing of your paperwork may decide by how much.

The promised monthly check hasn’t changed. What it’s worth as a single payment has, and the timing of your paperwork may decide by how much.

10/21/2026

https://www.moneytalksnews.com/overlooked-senior-discounts/

8 Overlooked Senior Discounts for Saving on Travel, Pets and More
We all know about early-bird specials and movie price breaks. But a savvy senior looks for savings across the board.

We all know about early-bird specials and movie price breaks. But a savvy senior looks for savings across the board.

10/20/2026

https://www.moneytalksnews.com/sources-of-retirement-advice-ranked-from-worst-to-best-and-only-is-the-gold-standard/
5 Sources of Retirement Advice, Ranked From Worst to Best — and Only 1 Is the Gold Standard
Not all retirement advice is equal. Some of it can wreck you financially.

Not all retirement advice is equal. Some of it can wreck you financially.

10/18/2026

https://www.moneytalksnews.com/your-medicare-choices-are-shrinking-again-moves-to-make-before-dec/?utm_source=beehiiv&utm_medium=newsletter&utm_campaign=cross-this-medicare-income-line-by-1-and-part-b-costs-about-974-more-a-year-a-gift-from-your-ira-may-help

Your Medicare Choices Are Shrinking Again. 5 Moves to Make Before Dec. 7
Washington says your Medicare choices look fine, but the typical beneficiary's menu says otherwise.

Washington says your Medicare choices look fine, but the typical beneficiary’s menu says otherwise.

10/12/2026

https://www.moneytalksnews.com/medicare-enrollment-windows-every-retiree-must-know-and-which-can-cost-you-if-you-miss-them/?utm_source=beehiiv&utm_medium=newsletter&utm_campaign=7-medicare-enrollment-windows-every-retiree-must-know-and-which-can-cost-you-if-you-miss-them

7 Medicare Enrollment Windows Every Retiree Must Know (and Which Can Cost You If You Miss Them)
Manu seniors don't know that they have several opportunities to sign up for and switch Medicare plans.

Manu seniors don’t know that they have several opportunities to sign up for and switch Medicare plans.

10/10/2026

https://www.moneytalksnews.com/money-in-a-minute-for-the-week-ending-oct/?utm_source=beehiiv&utm_medium=newsletter&utm_campaign=6-bank-papers-you-ll-regret-losing-and-3-you-ll-regret-keeping

Money in a Minute for the Week Ending Oct. 9, 2026
Here's a quick roundup of the news that moved your money this week

Here’s a quick roundup of the news that moved your money this week, from Money Talks News founder Stacy Johnson.

10/02/2026

https://www.moneytalksnews.com/money-in-a-minute-for-the-week-ending-oct/?utm_source=beehiiv&utm_medium=newsletter&utm_campaign=11-kitchen-staples-that-go-bad-faster-than-you-

Money in a Minute for the Week Ending Oct. 2, 2026

Here’s a quick roundup of the news that moved your money this week, from Money Talks News founder, Stacy Johnson.

10/02/2026

https://www.moneytalksnews.com/when-you-turn-theres-a-in-chance-you-will-need-long-term-care-dont-assume-your-family-will-provide-it/?utm_source=beehiiv&utm_medium=newsletter&utm_campaign=9-hidden-costs-of-downsizing-that-catch-retirees-completely-by-surprise

When You Turn 65, There’s a 7-in-10 Chance You Will Need Long-Term Care. Don’t Assume Your Family Will Provide It
They may be willing, but what if they can't? Make a plan while you still can.

They may be willing, but what if they can’t? Make a plan while you still can.

Address

650 Sentry Parkway East, SUITE 1
Blue Bell, PA
19422

Opening Hours

Monday	9am - 4:30pm
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 4:30pm
Saturday	9am - 12pm

Telephone

+12152082052

Website

http://www.pennestate.com/

Alerts

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