Planwise Financial Partners, LLC.

Planwise Financial Partners, LLC. Planwise Financial Partners is a financial planning firm primarily serving clients who are nearing retirement or who have already retired.

Securities offered through Cetera Advisors LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of

notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice. For a list of states in which I am/we are registered to do business, please visit www.PlanwiseNow.com. Other useful websites: www.finra.org and www.sipc.org.

It isn't whether you should have auto insurance - it's what kind you should have.
06/03/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

As we enter the next phase of the expansion, we try to quantify metrics the Federal Reserve uses to gauge the health of ...
06/02/2026

As we enter the next phase of the expansion, we try to quantify metrics the Federal Reserve uses to gauge the health of the economy. Here is Cetera Investment Management’s latest Fed-O-Meter used to determine if the Fed is being more...

06/01/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

For a small business, the loss of a key person could cause financial hardship.
05/30/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help yo...
05/29/2026

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

Three steps may make a difference if you find yourself suddenly single.
05/27/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
05/25/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

Never get stuck with the check again after watching this.
05/23/2026

Never get stuck with the check again after watching this.

Peer-to-peer payment apps are one of the newest ways to send money.

How will your investments weather the ups and downs of the business cycle?
05/22/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

A well-diversified portfolio often includes multiple investment types. Common options include equities, bonds, real esta...
05/20/2026

A well-diversified portfolio often includes multiple investment types. Common options include equities, bonds, real estate, and tax-advantaged accounts. The key is to determine which options align with your goals and risk tolerance.

Wondering if there's one right way to invest? Learn why a personalized approach can help you pursue your financial goals.

Address

5000 Ritter Road, Suite 202
Mechanicsburg, PA
17055

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Planwise Financial Partners, LLC. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Planwise Financial Partners, LLC.:

Shortcuts

Featured

Share

Category