"Your Partner in Planning your Financial Future"
Bruce D. Hillegass, CPA is a comprehensive wealth management and tax preparation firm located in Macungie, Pennsylvania. We pride ourselves in providing personalized services to individuals and families. To that extent, we are committed to helping our clients improve their overall financial success.
Our firm will work with you to identify the financial and tax issues that are important to you, make a detailed analysis of those issues, and offer recommendations to satisfy those needs.
Whether you are interested in retirement planning, college planning, or estate planning our firm can provide you with valuable information to help you with these types of financial decisions.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at info@hillegassfinancial.com or call us at (610) 967-6550. We look forward to hearing from you.
Helpful Content
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Year-End Financial Moves to Maximize Your Momentum
Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Surprises
Making the most of surprises is a great reason to work with us.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.