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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


RISK PERSPECTIVE

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


16 WALL STREET CLICHES IN 60 SECONDS

Pundits say a lot of things about the markets. Let's see if you can keep up.


WHAT IF YOU GET AUDITED?

The chances of an IRS audit aren't that high. And being audited does not
necessarily imply that the IRS suspects wrongdoing.

 
 * Articles
 * Calculators
 * Videos

MEDICARE AT 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re
eligible.

MEDICARE ADVANTAGE 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

EXPLORING THE FEDERAL STUDENT GRANT PROGRAM

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

DOES YOUR PORTFOLIO FIT YOUR RETIREMENT LIFESTYLE?

Lifestyle considerations in creating your retirement portfolio.

INVESTMENT CHALLENGES OF THE AFFLUENT INVESTOR

Affluent investors face unique challenges when putting together an investment
strategy. Make sure you keep these in mind.

CRITICAL ESTATE DOCUMENTS

Sound estate management includes creating financial and healthcare documents.
Here's an inside look.

VIEW ALL ARTICLES

A LOOK AT SYSTEMATIC WITHDRAWALS

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

SHOULD I BUY OR LEASE AN AUTO?

This calculator compares the financial impact of leasing versus buying an
automobile.

ASSESS YOUR LIFE INSURANCE NEEDS

This calculator estimates how much life insurance you would need to meet your
family's needs if you were to die prematurely.

SELF-EMPLOYED RETIREMENT PLANS

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA,
or SEP.

INTERESTED IN A FUEL EFFICIENT CAR?

Estimate how many months it may take to recover the out-of-pocket costs when
buying a more efficient vehicle.

TAX FREEDOM DAY

Assess how many days you'll work to pay your federal tax liability.

VIEW ALL CALCULATORS

RETIREMENT REDEFINED

Around the country, attitudes about retirement are shifting.

SHOULD YOU EVER RETIRE?

A growing number of Americans are pushing back the age at which they plan to
retire. Or deciding not to retire at all.

CONSIDER THESE 3 THINGS BEFORE DRIVING OFF THE LOT

There are a few things to consider when buying or leasing your next vehicle.

EXIT STRATEGIES OF THE RICH AND FAMOUS

Estate conservation is too important to put off. Do you have a smart exit
strategy?

THE POWER OF COMPOUND INTEREST

Learn how to harness the power of compound interest for your investments.

BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!

VIEW ALL VIDEOS

 
 


LOCAL WEATHER

17013



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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Securities and investment advisory services offered through Osaic Wealth, Inc.
member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or
marketing names, products or services referenced here are independent of Osaic
Wealth. 

Securities –AZ, CA, DE, FL, GA, IL, IN, KY, MD, NH, NJ, NV, NY, OH, OK, PA, SC,
TX, VA, WA
Insurance – FL, PA, SC, DE, OH
Investment Adviser Representative – All States

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CONTACT

Brad Mentzer Financial Adviser

Office: (717) 249-6327 Fax:(717) 249-6329

325 South Hanover Street
Carlisle, PA 17013

brad@bradmentzer.com





QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators