Broker Check

1869 Charter Lane
Suite 103
Lancaster, PA 17601

 

Jeanne Connelly,ChFC®
Financial Advisor
(717) 393-4465 ext. 0166

 
Retirement and Quality of Life Behavioral Finance Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World

For You

 

Transform your financial perspective. See the big picture and gain control of your financial journey.  

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For Your Family

 

Protect the ones you love financially. Keep your family safe, no matter what the future brings.

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For Your Business

 

Build a great business. Protect it and take good care of the people who help it thrive. Including you.

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My career in the financial services industry spans more than 20 years. I go beyond the basics, and offer a refreshingly new approach to financial decision-making with purpose and optimism. I aim to fulfill your goals and objectives...

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Helpful Content

Consider Keeping Your Life Insurance When You Retire

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Prescription Drug Benefits Under Medicare (Part D)

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

 

Financial Hacks for Millennials: It is Prime Time to Save

While research shows you are saving and earning more than your parents, (woohoo!), are you preparing for the future you want? How can you ensure you are on track to make the most out of these important decades?

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Financial Hacks for Millennials: Don’t Get Burnt With FIRE

In recent years, a new personal finance concept has caught FIRE: Financial Independence, Retire Early.

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A Look at Systematic Withdrawals

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Principles of Preserving Wealth

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

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The Other Sure Thing

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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