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 2021-22 Application – What You Need To Know

Oct 14 2020

Nothing is more appealing to soon-to-be/current college students and their parents than free money. However, it’s mind-boggling how so many families fail to fill out the Free Application for Student Aid (FAFSA) form each year. The cost of college can be stifling to most families, so you certainly …  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

Jun 18 2020

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

College Savings: From Getting Started to Enrollment

Dec 26 2019

Many parents (and grandparents!) start saving for college as soon as they find out that they are starting a family. Others get a late start for a multitude of reasons. This article is intended to provide a guide regardless of where you may be in your young student’s financial journey. From birth …  Read More

Categorized: Educational Planning Resources, Family & Finances
Tagged: 529 plans, college students, get started, set financial expectations

2021 FASFA Application – What You Need To Know

Oct 01 2019

Nothing is more appealing to soon-to-be/current college students and their parents than free money. However, it’s mind-boggling how so many families fail to fill out the Free Application for Student Aid (FAFSA) form each year. The cost of college can be stifling to most families, so you certainly …  Read More

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

Key Financial Milestones for Teens and Young Adults

Aug 29 2019

As summer gives way to fall, many of you are busy sending your children off to their first day of college or high school. After years of homework and extracurricular activity, you may look back with pride on the time and energy that your family has invested in their growth and learning. At the same …  Read More

Categorized: Educational Planning Resources, Family & Finances
Tagged: building good credit, college students, credit cards, education planning, financial educational resources, Financial Planning, how to build credit

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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, KY, 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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  •  Home
  • Services
    • 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
    • Business Financial Services
    • Retirement Planning Services
      • Retirement Is For Living
      • Social Security & Medicare Benefits
  • Impact Investing
  • Team
  • Become A Client
  • Work At Magellan
  • Blog
  • 401k
  • Contact