Magellan Financial Advisors

Asset & Wealth Management in Allentown, Pa

The life you imagine is built on the decisions you make today.

 610-437-5650

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Educational Planning Resources

FAFSA 2023-24 Application – What You Need To Know

Sep 01 2022

Nothing is more appealing to soon-to-be and current college students and their parents than free money. However, it’s mind-boggling that so many families fail to fill out the Free Application for Student Aid (FAFSA) form each year. That’s why we craft a guide to the FAFSA 2023-24 application each …  Read More

Categorized: Educational Planning Resources
Tagged: affording college, college savings plans, FAFSA, Financial Aid, Financial aid tips, saving for college

6 Options for Families to Fund a College Education

Oct 20 2021

Families spent an average of over $26,000 on college costs in 2020-2021, and the number is expected to climb in the years ahead. Some parents of teens have been planning for higher education costs for decades while others are just now getting started. Luckily, there are plenty of options available …  Read More

Categorized: Educational Planning Resources
Tagged: affording college, college savings plans, FAFSA, Financial Aid, Financial aid tips, saving for college

Time for Your Mid-Year 401(k) Review

Sep 18 2021

The 401(k) retirement savings plan is one of the best ways to save for retirement. The result of a provision in the Revenue Act of 1978, the 401(k) has become so popular that it is now the main source of retirement savings for many Americans. At first the provision allowed employees to save in a …  Read More

Categorized: Educational Planning Resources, Retirement Planning
Tagged: 401k Retirement Plan, Retirement Savings

FAFSA 2022-23 Application – What You Need To Know

Aug 26 2021

*** To learn about the key delays, changes, and updates made to the latest FAFSA form, the 2023-2024 FAFSA application which opens on October 1, 2022, please see our updated blog. ***Nothing is more appealing to soon-to-be/current college students and their parents than free money. However, it’s …  Read More

Categorized: Educational Planning Resources
Tagged: affording college, college savings plans, FAFSA, Financial Aid, Financial aid tips, saving for college

Weigh the Value of Upgrades to Your Home

May 07 2020

The number of people searching for home improvement projects on social media has more than doubled since the COVID-19 outbreak. After all, there's only so much Netflix and sourdough bread we can bake before the urge for real productivity takes hold. That doesn't mean you should go into your …  Read More

Categorized: Educational Planning Resources, Family & Finances

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Contact Magellan Financial Advisors

MAGELLAN FINANCIAL, INC.

1605 N Cedar Crest Blvd #111
Allentown, PA 18104 USA

 610-437-5650

Toll Free:  1-888-437-5650
Fax:  610-437-5654
Email:  Rob.Cahill@WFAFiNet.com
Click Here for Directions

Financial Services

  •  Investment Planning
  •   Investment Management
  •   Business Owners
  •   Retirement Planning Services
  •   401(K) Retirement Plans
  •   Socially Responsible Investing

Client Resources

  •   Educational Resources
  •   Family & Finances
  •   Business Financial Services
  •   Stock Market Review
  •   Retirement Planning
  • Life Insurance
Investments in Securities and Insurance Products:
Not Insured by FDIC or any Federal Government Agency
May Lose Value
Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affliates of Wells Fargo & Company. WellsTrade brokerage accounts are offered through WFCS.

This information is intended for use only by residents of AZ, CA, CO, CT, DC, DE, FL, IL, IN, MA, MD, NC, NJ, NM, NY, OH, PA SC, UT, VA, VT, WA, WI. Securities related services by Magellan Financial, Inc., may not be provided to individuals residing in any state not listed above. Insurance-related services may be provided by Robert I. Cahill, CFP, Managing Partner, only to individuals residing in: AZ, CO, FL, MA, NJ, NY, PA, SC, VA.

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MENU
  •  Home
  • Services
    • Our Financial Services
    • Wealth Planning
    • Investment Planning
      • Wells Fargo Advisors’ Envision® Process
      • Investment Planning Process
      • Life Insurance Services
      • Estate Planning Strategies
    • Impact Investing
    • Investment Management
    • College Savings Plans
      • College Savings Basics: How & When To Save
    • Retirement Planning Services
      • Retirement Is For Living
      • 401k Retirement Plans
      • Social Security & Medicare Benefits
    • Business Financial Services
  • Team
    • Our Team
    • Whom We Serve
    • Get Started Now
    • The Client Relationship
  • Work At Magellan
  • Knowledge Center
    • Blog
    • Market Reviews
    • Education
    • Helpful Resources
  • Contact