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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How To Plan For Healthcare Coverage In Retirement

Oct 07 2022

Healthcare costs can skyrocket in retirement and threaten to derail many retirement plans. People in their early 60s are often exposed to higher health risks but are not yet eligible for Medicare coverage. A thoughtful financial planning process should aim to help people – while they are still …  Read More

Categorized: Retirement Planning
Tagged: Early Retirement, long term care, Medicare, Post Career Healthcare Coverage Allentown PA Tags: Entitlements, Social Security, Tax Planning

Monthly Stock Market Review – August 2022

Sep 07 2022

“Don’t fight The Fed.” – Old Stock Market Adage August is a month that is usually not so kind to the markets. The 2022 edition was no exception with the equity markets we follow losing about half the gains picked up in July. The only exception to this is the MSCI Emerging Markets index, which …  Read More

Categorized: Financial Market Outlook
Tagged: Commodities, Market Returns, S&P, US Dollar

FAFSA 2023-24 Application – What You Need To Know

Sep 01 2022

Nothing is more appealing to soon-to-be and current college students and their parents than free money. However, it’s mind-boggling that so many families fail to fill out the Free Application for Student Aid (FAFSA) form each year. That’s why we craft a guide to the FAFSA 2023-24 application each …  Read More

Categorized: Educational Planning Resources
Tagged: affording college, college savings plans, FAFSA, Financial Aid, Financial aid tips, saving for college

Monthly Stock Market Review – July 2022

Aug 09 2022

“The two most powerful warriors are patience and time.”  - Leo Tolstoy “You can't predict. You can prepare.”  - Howard Marks July is historically one of the best months of the year for investors. July 2022 did not disappoint with the stock market indexes we follow producing solid gains for the …  Read More

Categorized: Financial Market Outlook
Tagged: interest rates, recession, S&P500, Stock Market

3 Tax Efficient Strategies for Wealth Planning

Aug 01 2022

"Tax complexity itself is a kind of tax." - Max Baucus Failure to consider tax management as a component of wealth planning can impact long-term results and limit spending power in retirement. In fact, for many investors, taxes remain the largest source of portfolio management inefficiency and …  Read More

Categorized: Wealth Planning
Tagged: Asset Location, Capital Gains Management, CPA, financial advisor, Investment Strategy, Tax Advisor, Tax Alpha, Tax Loss Harvesting, Tax Planning

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Recent Posts

  • Stock Market Outlook 2023
  • Monthly Stock Market Review – November 2022
  • How to Decide Between A Traditional 401(k) and Roth 401(k)?
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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, 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
    • Our Financial Services
    • Wealth Planning
    • 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
    • Retirement Planning Services
      • Retirement Is For Living
      • 401k Retirement Plans
      • Social Security & Medicare Benefits
    • Business Financial Services
  • Team
    • Our Team
    • Whom We Serve
    • Get Started Now
    • The Client Relationship
  • Work At Magellan
  • Knowledge Center
    • Blog
    • Market Reviews
    • Education
    • Helpful Resources
  • Contact