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.

There are benefits and limitations when using a living trust.
09/09/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/07/2026

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own bu...
09/05/2026

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.

Learn about the average American budget in this fun and interactive piece.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
09/04/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

09/02/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Learn the ins and outs of 529 plans before you or your student heads to college.
08/31/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

This article can be a helpful guide when beginning to prepare for education expenses.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
08/29/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn mo...
08/28/2026

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Learn the language of life insurance.
08/26/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

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

Share

Category