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.

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.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
08/24/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if b...
08/22/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

The beans brewed for your morning coffee may have changed hands many times.
08/21/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Inflation isn’t temporary, it’s something your financial plan should expect.The goal isn’t perfection. It’s adaptability...
08/19/2026

Inflation isn’t temporary, it’s something your financial plan should expect.

The goal isn’t perfection. It’s adaptability.

If rising costs feel heavier than they should, it may be time to revisit your strategy.

Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.

Do you know the difference between a global mutual fund and an international mutual fund?
08/17/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

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

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