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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Family & Finance Resources

College Savings Basics: 529 Plans & Maximizing School Aid

Jun 04 2019

These days, the total average cost of higher education exceeds $140,000 per child at private four-year colleges.(1) The cost can even exceed $70,000-$75,000 a year at select schools and continues to grow exponentially. But there are several ways young students and their families can save to prepare …  Read More

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

6 Ways High Earners Derail Their Investment Plans

Apr 09 2019

Earning a good income should make building wealth easier. Still, high incomes never guarantee high rates of savings. In addition, some folks manage to grow their assets with fairly modest earnings because they understand how to manage money wisely.It's a fact that 14.7 percent of U.S. households …  Read More

Categorized: Family & Finances, Retirement Planning
Tagged: Financial Planning, financial wellness, income streams, Investment Planning, retirement planning, spend management

Introducing Our Family and Finances Blog Series

Mar 04 2019

You already know the basics of personal finance: spend less money than you earn, save the rest. Once you’ve got that covered, it really comes down to how you balance your financial goals. Do you pay off your student loans early or save more toward your retirement? Add in the complexifier of a spouse …  Read More

Categorized: Business Financial Services, Educational Planning Resources, Family & Finances, Living in Retirement, Retirement Planning
Tagged: : college savings, financial wellness, Guide to Retirement, income streams, retirement planning, setting expectations, spend management, transition planning

Key Lessons for Living in Retirement

Dec 26 2018

Here at Magellan Financial, our aim is to help you experience a comfortable retirement. This means building a solid financial plan. Throughout our 2018 Living in Retirement blog series we’ve addressed some of the more common questions and fears that arise both before and during the retirement …  Read More

Categorized: Family & Finances, Living in Retirement, Retirement Planning
Tagged: estate planning, Guide to Retirement, income streams, retirement budget, retirement income, retirement planning, Saving for Retirement, Social Security

Estate Planning for Retirement

Dec 20 2018

You worked hard your entire life and built up a sizable nest egg to fund your retirement. As you approach the finish line, you need to protect yourself and your legacy to ensure that your assets can be passed on to your loved ones without too many headaches. Part of the estate planner’s job is to …  Read More

Categorized: Family & Finances, Living in Retirement, Retirement Planning
Tagged: estate planning, Guide to Retirement, income streams, retirement budget, retirement income, retirement planning, Saving for Retirement, Social Security

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Recent Posts

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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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MENU
  •  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