"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 email@example.com or call us at (610) 967-6550. We look forward to hearing from you.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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?
This calculator will help determine whether you should invest funds or pay down debt.
The true cost of raising a child may be far more than you expect.
The federal government requires deceased individuals to file a final income tax return.
What can be learned from the savings rate?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Check out this video to begin separating fact from fiction.
Learn how to harness the power of compound interest for your investments.
With alternative investments, it’s critical to sort through the complexity.
Around the country, attitudes about retirement are shifting.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Make your retirement as exciting as your next vacation.