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Financial Planning When You Lose or Change Your Job

By Carl DeMarco | January 15, 2019

Changing a job presents a tremendous financial change. Here are some of the financial planning opportunities and pitfalls that you may encounter while changing jobs – whether the change is voluntary or not.

What’s Your Plan for When the Market Goes Down?

By Lance Drucker | January 2, 2019

For many people, their “financial plan” is little more than the asset allocation and performance of their portfolio, which is backwards. If the market is up, people make comments about retiring early. If the market’s down, they complain that they will be working forever. If your financial plan is done right, when you retire should have nothing to do with the performance of the stock market.

Operation Santa Claus: More than 30 Years of Delivering Joy

By Melissa Nocero | December 19, 2018

This past Friday, associates and advisers from Penn Mutual helped out Santa Claus by delivering toys to the kids at Rutledge Primary School in Rutledge, Tennessee. We call it “Operation Santa Claus,” where hundreds of associates give of themselves to make Christmas a little bit brighter for the 177 pre-K to first grade students at the school.

Make Your Wishes Known: The Benefits of Pre-planning a Funeral

By Margaret Muldoon | December 11, 2018

When someone passes away, no matter how old they are, it’s difficult for the family to make decisions about how to handle the funeral. But if you have your plans outlined, it takes a lot of the stress off the family. Think big about your estate plan, but don’t forget the little things.

4 Easy Ways to Add Charity into Your Financial Plan

By Ande Frazier | December 7, 2018

If philanthropy is one of your goals, these tips can help you shape a giving strategy that you can feel good about.

College Planning for Grandparents

By Richard Micliz | November 27, 2018

More and more, grandparents are helping pay for their grandchildren’s college education. A recent survey shows that upwards of 50 percent of grandparents are actively saving to fund these education expenses. Here are six steps you should take when it comes to college planning for your grandchildren.

Tax-efficient Transition Planning for Family-owned Businesses

By Zachary Meissner | November 20, 2018

Even if a family-owned business has a strategic transition plan in place, there are a variety of ways that unforeseen tax implications can disrupt a successful transition.

Veterans Launching Their Careers in Financial Services

By Mickey Rosenzweig | November 15, 2018

Of all the things I’m involved in at The American College of Financial Services, what excites me most is the Penn Mutual Center for Veterans Affairs. Earlier this year, the Center surpassed the $2 million scholarship milestone, but that could easily be $10 million. I believe it is time for us to take this program to the next level.

The Most Common Mistakes People Make in Saving for Retirement

By Penn Mutual | November 6, 2018

In my experience, when people say they’re planning for retirement, that simply means they’ve been putting money away every year. Don’t get me wrong – that’s an important first step – but simply saving for retirement may not count as planning for retirement.

Don’t Let These Planning Mistakes Haunt You

By Dewane Lewis, Jr. | October 31, 2018

Financial planning must be scary, given the amount of people who avoid it or try to do it on their own, unassisted. While having a 401(k) or Roth IRA, or perhaps having a 529 savings plan for college are critical components of a sound financial plan, this is only focusing on particular needs without looking at the bigger picture.