Retirement Planning in Kingston, PA

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List of Firms

Top Retirement Planners in Kingston, PA

Mary Mcevoy-Dockeray - Morgan Stanley
Location 1065 PA-315 Suite 401, Wilkes-Barre, PA 18702, USA
Phone (570) 821-1830
Kevin J Krugel - Financial Advisor, Ameriprise Financial Services, LLC
Location 720 Wilkes Barre Township Blvd Ste 100, Wilkes-Barre Township, PA 18702, USA
Phone (570) 829-7058
Mitchell Financial Group
Location 340 Market St # 1, Kingston, PA 18704, USA
Phone (570) 714-3444
Jagodzinski Financial Boutique
Location 670 Main St, Sugar Notch, PA 18706, USA
Phone (570) 931-3326
The Lenahan Team - Morgan Stanley
Location 1065 PA-315 Suite 401, Wilkes-Barre, PA 18702, USA
Phone (570) 821-1834
Retirement Planning in Kingston, PA

About Kingston, PA for Those Planning to Retire

Kingston, PA is a bustling town with a rich history and vibrant culture. It is home to several notable landmarks, including the Kingston Armory, the Hoyt Library, and the Forty Fort Cemetery. The town is also home to a number of top employers, such as Geisinger Wyoming Valley Medical Center, Wyoming Valley Health Care System, and Wilkes-Barre Area School District. Major highways and streets that run through Kingston include Route 11, Route 309, and Wyoming Avenue. These thoroughfares provide easy access to nearby towns and cities, such as Wilkes-Barre and Scranton. Kingston is comprised of several unique neighborhoods, each with its own distinct character and charm. These include the historic district, which features beautifully preserved Victorian homes and buildings; the downtown area, which is home to a variety of shops, restaurants, and entertainment venues; and the residential neighborhoods, which offer a peaceful and serene atmosphere for families and individuals alike.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Kingston, PA would benefit from a bank in numerous ways. Firstly, a bank would provide easy access to financial services such as savings accounts, checking accounts, and loans. This would be particularly helpful for the residents of Kingston, PA as the town has a thriving business community that requires financial support. Additionally, a bank would offer residents the opportunity to invest in their future through savings and investment accounts. This is important as Kingston, PA is a growing community with a high demand for affordable housing and education. Moreover, a bank would provide financial education to residents, helping them to make informed decisions about their money. This is crucial as Kingston, PA has a diverse population with varying levels of financial literacy. Lastly, a bank would help to stimulate the local economy by providing loans to small businesses and supporting community projects. This is vital for Kingston, PA as it is a small town with limited resources and a need for economic growth.

Insurance Broker

Residents of Kingston, PA can greatly benefit from the services of an insurance broker. With the town's proximity to the Susquehanna River, flood insurance is a necessity for many homeowners. An insurance broker can help residents navigate the complex process of obtaining flood insurance, ensuring that they have adequate coverage in the event of a flood. Additionally, with Kingston being a small town, residents may have limited options when it comes to healthcare providers. An insurance broker can help residents find insurance plans that offer coverage for their preferred doctors and hospitals. Furthermore, an insurance broker can assist residents in finding affordable auto insurance, which is important as Kingston is located near major highways and residents may have long commutes. Overall, an insurance broker can provide valuable assistance to the residents of Kingston, PA in navigating the complex world of insurance.

Wealth Management

Residents of Kingston, PA could benefit greatly from the services of a wealth manager. With its diverse population and unique economic landscape, Kingston presents a variety of challenges that require the expertise of a financial professional. For example, the town is home to a number of small businesses that may struggle with cash flow management and investment decisions. A wealth manager could help these entrepreneurs develop strategies for growth and long-term financial success. Additionally, Kingston has a significant aging population, many of whom are nearing retirement age. A wealth manager could assist these individuals with retirement planning, estate planning, and other financial matters that are particularly relevant to seniors. Overall, a skilled wealth manager could help residents of Kingston navigate the complex financial landscape and achieve their financial goals.

Financial Advisor

Residents of Kingston, PA can benefit from the expertise of a financial advisor in numerous ways. Firstly, the advisor can help them with retirement planning, which is especially important for the aging population of Kingston. With the average age of residents being 45 years old, retirement planning is a crucial aspect of financial management. Secondly, the advisor can assist with college savings plans for the younger generation, as Kingston is home to a significant number of families with children. The advisor can also help residents with debt management, given that Kingston has a higher than average poverty rate of 15.7%. Lastly, the advisor can guide residents in making wise investment decisions, as Kingston is an up-and-coming area with a growing economy. With the recent development of the Downtown Kingston Revitalization Initiative, residents may need help navigating the changing financial landscape.

Mortgage Loan Officer

Residents of Kingston, PA can greatly benefit from the expertise of a mortgage loan officer. With the town's rich history and diverse community, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage loan. This includes assisting with the pre-approval process, educating residents on available loan options, and helping them find the best rates and terms for their unique financial situation. Additionally, with Kingston's proximity to the Susquehanna River, a mortgage loan officer can also provide guidance on flood insurance requirements and options. Overall, a mortgage loan officer can be a valuable resource for residents of Kingston, PA looking to achieve their dream of homeownership.

Tax Services

Residents of Kingston, PA can benefit greatly from the services of a tax advisor. With the complex and ever-changing tax laws, a tax advisor can help individuals navigate the intricacies of the tax code and ensure that they are compliant with all regulations. Specifically, in Kingston, PA, a tax advisor can help residents who have recently experienced a natural disaster, such as the flooding that occurred in the area in 2018. A tax advisor can assist in determining which disaster-related expenses are tax-deductible and help residents claim any available tax credits or deductions. Additionally, a tax advisor can provide guidance on how to properly report any insurance reimbursements or disaster-assistance payments on tax returns. Overall, a tax advisor can provide invaluable assistance to residents of Kingston, PA, helping them navigate the complexities of the tax code and maximize their tax benefits.

Estate Planning Lawyer

Residents of Kingston, PA can benefit from an estate planning lawyer in many ways. Firstly, a lawyer can help them create a comprehensive estate plan that ensures their assets are distributed according to their wishes after their death. This is especially important in Kingston, where the median home value is $162,000, higher than the national average. Secondly, an estate planning lawyer can help residents minimize estate taxes and avoid probate, which can be a lengthy and expensive process. Additionally, a lawyer can assist with setting up trusts, which can protect assets and provide for loved ones in the event of incapacity or death. Finally, a lawyer can help residents with healthcare directives and powers of attorney, which are crucial documents in ensuring their medical wishes are respected and their financial affairs are managed appropriately.


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