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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Retirement Planning Resources

Living in Retirement Blog Series

Jan 10 2018

Although it is often seen as the end of one’s working career, retiring can be tough. Several questions, worries, and fears often arise before and during the retirement process. For those planning, the common concerns and questions revolve around establishing a time frame (how long one needs to work) …  Read More

Categorized: Family & Finances, Living in Retirement, Retirement Planning
Tagged: financial advisor, living in retirement, retirement advice, Retirement advisor, retirement help, retirement planning

Your Succession Planning Is Vital to Your Business’ Future

Mar 23 2017

What Does Your Small Business’ Future Look Like? As a small business owner, you have spent an immeasurable amount of time and energy to create a profitable, healthy enterprise that will last for years. But, have you specifically considered the future of your business without you? Whether retirement …  Read More

Categorized: Business Financial Services, Retirement Planning
Tagged: business exit strategy, family-owned businesses, financial services, retirement planning, small businesses, succession planning

How Offering Retirement Plans Can Improve Recruiting & Employee Retention

Mar 16 2017

Offering Retirement Plans to Employees Is Vital to Your Business As a business owner, you value your employees. They make your business a productive and profitable enterprise. As people just like you, employees are often concerned about their futures: what will retirement bring for them? Give …  Read More

Categorized: Business Financial Services, Family & Finances, Retirement Planning
Tagged: business benefits, employee benefits, retirement plans for businesses, small business retirement plans

What Is Your Risk Tolerance If the Market Turns Down?

Mar 06 2017

Recently, the markets seem to just keep going up in value. But, don’t let this give you false optimism about the future. With every investment: you must be prepared for some kind of downturn or potential loss. You have to know your appropriate level of risk and how much of it you can take. “Risk” is …  Read More

Categorized: Family & Finances, Retirement Planning
Tagged: Asset Allocation, diversification, Investment Management, long-term investing, rebalancing, risk tolerance, short-term investing, Stock Market

Savings Alone Won’t Pay For College

Nov 28 2016

The importance of a college education in today’s society is greater than ever. Unfortunately, as the importance rises, so do the costs. Our future generations are shackled by the strong demand for higher education that leaves them unduly burdened with massive debt.The enormity of the financial …  Read More

Categorized: Educational Planning Resources, Family & Finances, Financial Market Outlook, Retirement Planning
Tagged: 529 plans, College affordability, college debt, college savings plans, Financial Aid, investment strategies, saving for college

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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, 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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  •  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