Wealth Management
Retirement Income Planning
Insurance and Risk Management
Employer Benefits
Understanding Today’s Financial Environment
Welcome! We are Dynasty Advisors, a financial organization with offices in Pennsylvania and New Jersey. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, exiting your business, saving for college, or estate strategies, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
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Helpful Content
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
The Best Apps in Travel
Technology tips to make your next trip even better.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.