Penn Wealth Planning

10/17/2026

Please join us in wishing Jerry Barlow a very happy birthday! Jerry, we appreciate your dedication to our clients and team, and we know you'd rather be on a boat fishing in the Keys. Have a terrific day!

10/16/2026

A Social Security update for the year ahead: The Social Security Administration has announced a 3.6% cost-of-living adjustment (COLA) for 2027, with increased Social Security benefits beginning in January.

As you review your retirement budget, consider how your updated benefit fits alongside your other income sources and expenses. It’s one piece of the broader planning picture.

Have questions about how Social Security fits into your retirement income plan? Connect with our team at Penn Wealth Planning. https://bit.ly/4BeTWK0

10/15/2026

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. We can help make planning feel more approachable.

Learn the ins and outs of 529 plans.

10/14/2026

Company stock can play an important role in an executive’s financial picture, but concentration can also create risks that are easy to overlook when the stock is familiar. Investor.gov explains the basics of diversification and why the mix matters.

The .gov means it’s official. Federal government websites often end in .gov or .mil. Before sharing sensitive information, make sure you’re on a federal government site.

10/13/2026

Year-end planning is easier before the calendar gets crowded. Open-enrollment choices, equity-compensation dates, charitable plans and tax coordination may each have their own deadlines. A year-end review can help identify what needs action, and what can wait.

https://bit.ly/4hTZm46

10/12/2026

What gets Mac going on a Monday?

Three cups of black coffee.

Sometimes Monday momentum is all about having a routine that helps you shift into gear and tackle what’s ahead.

Here’s to a strong cup, a fresh week and plenty of momentum.

10/09/2026

A great fall evening at Warwick Farm Brewing!

The Penn Wealth Planning team enjoyed getting out of the office for a relaxed night together at one of our favorite local spots. Chris, Mac and Brett were all smiles for Flannel Fest, and the crisp weather, string lights and fall atmosphere made it the perfect setting.

We always appreciate opportunities to connect outside the office, support local businesses and enjoy a little time together as a team. Thanks to Warwick Farm Brewing for a fun night!

10/08/2026

🚧 Exciting Changes Ahead

It's messy now, but we can already see what's coming. We're adding 1,000 square feet of office space to support our growing team and better serve our clients.

Check back for more progress photos! 👀

10/07/2026

Happy birthday to Katelyn McCann! Katelyn, thank you for the energy, care and attention you bring to Penn Wealth Planning and the people we serve. We hope your day is filled with plenty of reasons to celebrate.

10/06/2026

Social Security decisions can have a lasting impact on your retirement income.

Before you retire, it’s worth considering when to claim benefits and how Social Security fits into your broader retirement strategy.

For many people approaching retirement, Social Security represents an important source of future income.