Broker Check

978 Hillcrest Drive S
Macungie, PA 18062

Bruce D. Hillegass, CPA

(610) 967-6550

 
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"Your Partner in Planning your Financial Future"

Bruce D. Hillegass, CPA is a comprehensive wealth management and tax preparation firm located in Macungie, Pennsylvania. We pride ourselves in providing personalized services to individuals and families. To that extent, we are committed to helping our clients improve their overall financial success.

Our firm will work with you to identify the financial and tax issues that are important to you, make a detailed analysis of those issues, and offer recommendations to satisfy those needs.

Whether you are interested in retirement planning, college planning, or estate planning our firm can provide you with valuable information to help you with these types of financial decisions.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at info@hillegassfinancial.com or call us at (610) 967-6550. We look forward to hearing from you.

Helpful Content

Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

 

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

U.S. Personal Savings Rate

What can be learned from the savings rate?

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

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