"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 firstname.lastname@example.org or call us at (610) 967-6550. We look forward to hearing from you.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A four-step framework for building a personal legacy.
Five phases to changing unhealthy behaviors.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
What are your options for investing in emerging markets?
When should you take your Social Security benefit?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, cracking the code on bonds.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
If you died, what would happen to your email archives, social profiles and online accounts?