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Wendel Retirement Planning

7041 Crider Rd
Suite B
Mars, Pa 16046

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(888) 261-8853



About 4th River Financial Group The Power of Tax-Deferred Growth Meet Our Team Our Process

4th River Financial Group 

Whether you are just getting started, want to reevaluate where you are along your path to retirement, or you are in retirement, we are here to help you navigate your future. We are also here to help you navigate and save for your family’s future and for college expenses.

At 4th RFG, we start with a very basic premise: You have short term and long-term goals and a tolerance for risk that is unique to you. Beginning with our asset allocation models that combine a wide range of financial products, we work with you to determine an allocation model that satisfies both your objectives and your concern for protecting your money. We want to take the worry out of your retirement or college planning by consistently reviewing and adjusting your portfolio to satisfy where you are on the investing continuum.

We are fee-based financial advisors that are held to a fiduciary standard and our goal is to help you achieve your financial goals whether you are focusing on your personal retirement, family wealth , college saving or growing a business.

Helpful Content

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.


Money Draining Food Myths

These food myths will really put a drain on your wallet.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Debt Stress

There’s a link between debt and stress.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Tax Freedom Day

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.


Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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