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Where Do You Want Your Financial Roadmap to Take You?

At Van Pelt Wealth Advisors, we established our firm with the desire to help successful individuals and families develop customized strategies tailored to their financial goals and dreams. Over the course of our many decades in the financial services industry, this passion has never wavered. We are, above all, dedicated to serving our clients first, last, and always.

We want to help you create a personalized financial roadmap designed to guide you to your ideal destination. By serving as a reliable resource, we seek to reduce your financial anxiety and empower you to take an active role in your financial life. Our goal is to serve as your financial partner. In good times or in bad, we are here for you.

Based in Pipersville, Pennsylvania, we work with clients throughout the greater Philadelphia area and across the United States. In everything we do, our goal is to passionately serve you by nurturing lifelong relationships built on trust.

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And the Executor Is

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The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

When Life Insurance Becomes Taxable

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Life insurance proceeds are generally tax-free. But not in all cases.

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Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

 

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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This calculator shows how inflation over the years has impacted purchasing power.

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This calculator will help determine whether you should invest funds or pay down debt.

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Estimate the total cost in today's dollars of various mortgage alternatives.

Home Mortgage Deduction

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Protecting Those Who Matter Most

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Retirement Plan Distributions

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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

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What is your plan for health care during retirement?

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