Penn Estate Planning Advisors Inc

07/22/2026

https://www.moneytalksnews.com/is-social-security-broke-big-retirement-misconceptions/

Is Social Security Broke? 6 Big Retirement Misconceptions
Nearly two-thirds of Americans wrongly think benefit checks will stop entirely once the trust fund runs dry in 2032.

Nearly two-thirds of Americans wrongly think benefit checks will stop entirely once the trust fund runs dry in 2032.

07/21/2026

Social Security can play an important role in your retirement income strategy, making the decision of when to file an important one.

07/20/2026

https://www.moneytalksnews.com/how-many-bank-accounts-should-you-have-rules-that-actually-protect-your-money/

How Many Bank Accounts Should You Have? 5 Rules That Actually Protect Your Money
The right answer isn't one. And the reason has nothing to do with staying organized — it's protecting your cash.

The right answer isn’t one. And the reason has nothing to do with staying organized — it’s protecting your cash.

07/14/2026

https://www.msn.com/en-us/money/personalfinance/7-steps-to-roll-over-your-ira-or-401-k-into-a-new-ira-without-handing-the-irs-20/ar-AA27UoFy?ocid=hpmsn&cvid=7805d5f1a09140d9e3cec55af0c67ba5&ei=66

7 steps to roll over your IRA or 401(k) into a new IRA without handing the IRS 20%

Want to move your retirement account from one place to another? No problem. Just follow these steps.

07/12/2026

https://www.msn.com/en-us/money/personalfinance/don-t-put-these-5-assets-in-a-living-trust-how-to-help-your-kids-bypass-probate-when-you-die/ar-AA1TlN1K?ocid=hpmsn&cvid=a756b690dd3e4a02c5276ef4a99a4ad1&ei=41

Don't put these 5 assets in a living trust. How to help your kids bypass probate when you die.

'I hate probate'

07/11/2026

https://www.moneytalksnews.com/money-in-a-minute-for-the-week-ending-july/

Money in a Minute for the Week Ending July 10, 2026
Here's a quick roundup of the news that moved your money this week.

Here’s a quick roundup of the news that moved your money this week, from Money Talks News founder, Stacy Johnson.

07/09/2026

https://www.moneytalksnews.com/ways-a-cancer-diagnosis-wrecks-your-finances-and-how-to-fight-back/

7 Ways a Cancer Diagnosis Wrecks Your Finances — and How to Fight Back
Even if you have great insurance, that won't save you. These money traps hide inside a cancer diagnosis.

Even if you have great insurance, that won’t save you. These money traps hide inside a cancer diagnosis.

07/07/2026

https://www.moneytalksnews.com/why-you-need-a-when-i-die-file-and-what-to-put-in-it/

Why You Need a ‘When I Die’ File (and What to Put In It)
The greatest gift you can leave your family isn't money — it's a roadmap during their time of mourning. Here is how to build one.

The greatest gift you can leave your family isn’t money — it’s a roadmap during their time of mourning. Here is how to build one.

07/06/2026

https://www.msn.com/en-us/money/savingandinvesting/4-little-known-401-k-rules-that-could-save-you-thousands/ar-AA1UvwIn?ocid=hpmsn&cvid=d2470de2c8e840c3b9de8f22d89d12e4&ei=9

4 little-known 401(k) rules that could save you thousands

07/03/2026

https://www.moneytalksnews.com/slideshows/5-ways-to-avoid-taxes-on-social-security-income/

7 Ways to Avoid Paying Taxes on Your Social Security Income
Here's how to minimize and delay the chunk that Uncle Sam claims.

Here’s how to minimize and delay the chunk that Uncle Sam claims.