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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Retirement Planning Resources

Financial Topics To Discuss With Aging Parents

Oct 21 2019

A recent study by Transamerica Center suggested that 54% of American retirees admit to not having enough money saved for retirement. Meanwhile, 73% of younger Americans revealed that they had not had a detailed talk about finances with their aging parents. This absence of communication between …  Read More

Categorized: Family & Finances, Retirement Planning
Tagged: Aging Parents, Financial Education, Financial Topics, Retirement

Every Small Business Should Offer a 401(k) Plan

Sep 16 2019

For the average Small Business Owner (SBO), the thought of offering a 401(k) plan is almost always low on the daily priority checklist. At the top of the priority list is growing the business’s top line and bottom line. Yet offering employees an employer-sponsored retirement plan is a great tool for …  Read More

Categorized: Business Financial Services, Retirement Planning
Tagged: 401k plan, small business retirement plans, small businesses

Beyond Contribution Limits: How to Save More for Your Retirement

Aug 02 2019

When you make more than you spend, one financial goal is to make annual retirement savings up to your contribution limits. Even so, many of you high earners still won't save enough to maintain your current living standards during retirement. To help achieve your retirement goals, you'll need to do …  Read More

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

How to Balance Retirement and College Savings

Jun 25 2019

Like many parents today, you probably feel like you have multiple financial goals you need to juggle at the same time. We understand this kind of financial pressure and want to help you make solid financial choices for you and your family. For example, one theme often comes up in discussion with the …  Read More

Categorized: Educational Planning Resources, Family & Finances, Retirement Planning

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

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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