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(570) 977-7417

Mon – Fri 9:00 AM – 04:00 PM

By Appointment

Office Address

1310 US-209 #102, Gilbert, PA 18331

Email

glenh@ptd.net

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For more information, or to schedule an appointment, contact us today at 570-977-7417. We look forward to giving you the financial guidance that helps you reach your dreams!

Frequently Asked Questions

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Covid Financial Information

As the coronavirus pandemic continues to develop worldwide, we at Harding’s Wealth Managers are monitoring its ongoing effect on the markets and on our communities.

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How Wealthy People Use Professional Money Management

Just as surgeons don’t operate on themselves, wealthy people usually do not invest their own money. They have investment professionals invest their money for them.
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Six Best & Worst IRA Rollover Decisions

IRA owners and their advisors can make expensive mistakes handling IRA rollovers. These mistakes range from the simple to the complex. A simple mistake occurs when an employee takes a check when they retire and their employer must withhold 20%. In order to complete a tax-free rollover, the IRA owner needs to replace the 20% withheld by their employer using their own funds to meet the tax-free rollover requirement within 60 days. Then there’s the more complex mistake—the advisor who does not realize that his client may be ahead by distributing employer stock and paying taxes now (likely at 15% federal) rather than rolling over employer stock and paying up to 37% later.
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For Those Who Want To Prosper & Thrive in Retirement

You will likely live longer than you may realize, questions you should be asking are; How will life expectancies impact your long-term goals. How to generate sufficient retirement income. How to maintain affordable health coverage. How to maintain your independence at advanced ages. How to best leave assets to heirs.

Get Started Today

For more information, or to schedule an appointment, contact us today at 570-977-7417. We look forward to giving you the financial guidance that helps you reach your dreams!

Harding’s Wealth Managers
1310 US-209 #102
Gilbert, PA 18331
Phone: 570-977-7417
Email: glenh@ptd.net
Hours:
Monday – Friday
9:00 AM – 4:00 PM
By Appointment

Book a Free 30min Consultation