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Brad Mentzer

(717) 249-6327

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Brad Mentzer is a financial adviser committed to helping you improve your long-term financial success. The customized strategies are designed to grow, and conserve your wealth by delivering an unprecedented level of personalized service. 

We encourage you to explore our site and learn more about the services we provide. If you have any questions or would like more information, please feel free to email us or call us at (717) 249-6327. We look forward to hearing from you.

Helpful Content

How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

 

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

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How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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