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

How to Afford College and Avoid Debt

Nov 01 2016

As a parent, you know that education is an important component of your child’s success in his or her career. Today, more employers are expecting their employees to have a college degree before they will even consider hiring a prospective job candidate. This is also the case when it comes time for …  Read More

Categorized: Educational Planning Resources, Family & Finances
Tagged: 529 College Savings Plan, Affordable College Savings, ESA, FAFSA, Financial Aid, saving for college, Student Debt, UTMA Accounts

Common Misconceptions About Retirement

May 31 2016

A common theme among Americans is the desire to retire from work at an early age to live the good life. What constitutes the good life varies from couple-to-couple. Traveling the world, spending time with the grand kids, playing golf 4 times per week are just three of the varying expectations we …  Read More

Categorized: Educational Planning Resources, Retirement Planning
Tagged: Retirement Mistakes, retirement plan, Retirement Savings

Social Security: A Woman’s Perspective

Mar 24 2016

Regardless of whether you’re a man or a woman, Social Security will not – and was never designed to – provide all of the income you’ll need to live comfortably during retirement. At best, your income from Social Security will supplement your other sources. If you are factoring Social Security …  Read More

Categorized: Educational Planning Resources, Retirement Planning
Tagged: Retirement

A Strategy for Affording College

Feb 17 2016

Education and career training is one of the most valuable investments you can make for your children’s future. An education beyond a high school diploma will increase your child’s chances of solidifying a career and having an improved lifestyle. Being knowledgeable about the varying types of …  Read More

Categorized: Educational Planning Resources, Family & Finances
Tagged: Affordable College Savings, College

Questions and Tips When Completing Your FAFSA Form

Jan 14 2016

With the new year comes thoughts about your aspirations and goals, and for many high school seniors and their family members, their minds head straight to graduation and then head onto thoughts about to college. While everyone may be excited, some reality may begin to set in when you and your …  Read More

Categorized: Educational Planning Resources, Family & Finances
Tagged: College Financing, education planning, FAFSA, Magellan Financial Allentown PA

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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
      • Tactical Asset Allocation
    • 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