COVID-19 Virus — Uncertain Times
Recent amendments to insurance and banking regulations extend grace periods and give you other rights under your life insurance policy or annuity contract if you can demonstrate financial hardship as a result of the novel coronavirus (“COVID-19”) pandemic. These grace periods and rights are currently in effect but are temporary, though they may be extended further. For more information, please visit the Penn Mutual site for COVID-19 news and updates for policyholders.
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Business Planning
Business owners and professionals face special financial concerns. We offer qualified professional assistance to pursue your objectives.
Investment Strategies
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Helpful Content
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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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Try these activities to keep your brain sharp.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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This calculator can help you estimate how much you may need to save for retirement.
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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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There are a few things to consider when buying or leasing your next vehicle.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.