Penn Rise Advisors

06/01/2026

Tax reminder! Your second-quarter estimated income tax payment is due on June 16, 2026.

If you're self-employed or earn income that isn't subject to withholding, now is the time to make sure your payment is on track. Don't wait until the last minute—a missed or underpaid estimated tax payment can mean penalties come filing season.

Not sure how much to pay? A good rule of thumb is to pay at least 90% of what you'll owe this year, or 100% of last year's tax liability—whichever is smaller. If you want more specific information, check with your tax, legal, or accounting professional.

05/29/2026

05/15/2026

We are honored to join Sadsburyville Fire Company No. 1 as recipients of the 2026 Corporate Citizenship Recognition from the Western Chester County Chamber of Commerce.

Since moving our office to Sadsburyville five years ago, we’ve had the privilege of building a relationship with the Fire Company and witnessing their dedication to protecting and serving our community.

To us, corporate citizenship means using our resources, time, and talents to create a stronger, safer, and better place to live and work. We are grateful to be part of a community that values service, connection, and giving back.

Thank you to the Chamber for this recognition, and congratulations to Sadsburyville Fire Company No. 1 for the incredible impact they make every day.

We look forward to celebrating at the Gala on the Greene on May 20th at Graystone Mansion!

Get your tickets at:
https://membership.westernchestercounty.com/.../gala-on...

05/10/2026

Happy Mother's Day!

05/01/2026

We’re celebrating 20 years in business ALL year long and this was just one way to thank our incredible team! ⚾ A Phillies game was a unanimous choice, and it did not disappoint!”

04/06/2026

If you missed out on maximizing your IRA and ROTH IRA contributions for 2025, don't worry!

You have until April 15, 2026 (tax day) to make it happen!

Remember, the contribution limits for IRAs are $7,000 for 2025 (or $8,000 if you're 50 or older).

Don’t wait, take this opportunity and make your money work for you!

04/01/2026

Today we look back to 5 years ago, when we became the owners of 3000 E. Lincoln Hwy in Sadsburyville! Thank you to all of our clients and friends who continue to support us.

After almost 15 years in business we decided to move our office! We saw an opportunity to purchase a unique building in a great community and jumped. We can’t wait to welcome existing and new clients into our new space. We’ll keep you posted on the location in the upcoming weeks. Thank you to everyone who helped us along the way.

02/13/2026

February is the month of love ❤️
Which makes it the perfect time to check in on one of your longest relationships… your money.

Like any good partnership, it works best with communication, trust, and a little planning.

Here's a fun little joke....

Why did the checking account break up with the savings account?

02/12/2026

We strive to for our clients everyday. I'm proud to learn more ways to do so by attending the 2026 Gold Forum.