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
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
The Best Apps in Travel
Technology tips to make your next trip even better.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.