Magellan Financial Advisors

Asset & Wealth Management in Allentown, Pa

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

 610-437-5650

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Family & Finance Resources

Five Ways to Help Build Wealth

Feb 19 2015

Here at Magellan Financial we have dedicated our life to helping families achieve their financial goals. The number one reason for building wealth is typically financial security, which ultimately leads to retirement. Life, however, can get in the way of building wealth as there are other important …  Read More

Categorized: Family & Finances

Family & Finances – Balancing Financial Priorities

Feb 06 2014

The backbone of a successful financial life is a combination of planning for the future and budgeting in the present. Over time your plan will change as your income (hopefully) increases and the shape of your family transforms. Things are much different for newlyweds in their late-20s than the …  Read More

Categorized: Family & Finances
Tagged: Family Finance, Family Planning, Financial Planning, Financial Planning Allentown PA, Financial Planning Bethlehem PA, Financial Planning Easton PA, Financial Planning Lehigh Valley PA, Magellan Financial, Magellan Financial Allentown PA

Family & Finances: Planning In Your 30s and 40s

Aug 19 2013

At Magellan Financial we believe in the power of planning. We also know that most people don’t start seriously considering an investment plan until they enter the fifth decade of life.  It is much easier to envision retirement, a concept that is hard to grasp when you are in your 30s or 40s, once …  Read More

Categorized: Family & Finances
Tagged: Ann Drescher, Family Finance, Family Planning, Financial Planning, Financial Planning Allentown PA, Financial Planning Bethlehem PA, Financial Planning Easton PA, Financial Planning Lehigh Valley PA, Jeff Bogert, Jon Soden, Magellan Financial, Magellan Financial Allentown PA, Rob Cahill

Family & Finances: Money Basics for Your Children

May 07 2013

All parents want to see their children become successful adults. Academically this means taking the time to help them with their studies, paying for tutors, college, and possibly post-graduate schooling. It also includes many hours at sporting events, dance recitals, and other extra-curricular …  Read More

Categorized: Family & Finances
Tagged: 529 College Savings Plan, Affordable College Savings, Money Skills

Family & Finances: Creating a Household Budget

Mar 26 2013

Over the course of our education we are taught many things that will help us in whatever our chosen career – grammar, history, biology, and mathematics to name just a few. In many school systems there are courses available that teach us life skills. Home economics comes to mind as does balancing a …  Read More

Categorized: Family & Finances
Tagged: Budget, Household Budget, Magellan Financial, Money Skills

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Recent Posts

  • Monthly Stock Market Review – March 2018
  • Reviewing Your Current Finances and Health Before Retirement
  • Monthly Stock Market Review – February 2018
  • Defining Your Retirement Lifestyle

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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, GA, IL, IN, KY, MA, MD, MN, MZ, 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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Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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MENU
  •  Home
  • Services
    • Investment Planning
      • Wells Fargo Advisors’ Envision® Process
      • Investment Planning Process
      • College Savings Plans
        • Saving For College: How & When To Save
      • Estate Planning Strategies
      • Life Insurance Services
      • Impact Investing
    • Investment Management
      • Tactical Asset Allocation
      • Tactical Equity Portfolio
    • Business Financial Services
    • Retirement Planning Services
      • Social Security & Medicare Benefits
  • Impact Investing
  • Team
  • Become A Client
  • Work At Magellan
  • Blog
  • 401k
  • Contact