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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Evaluating Your Investment Plan: A Four Step Guide

Feb 05 2015

Whether you’re approaching retirement or just beginning to evaluate how you’d like to invest your finances, there are actions you can take now to help ensure you’re making the best decisions for your future. At their core, that is what investments are—decisions you make in the short term that are …  Read More

Categorized: Educational Planning Resources

Is it Time for a Checkup of Your Company’s 401(k) Plan?

Dec 03 2014

As a small business owner, running the business can at times be a bit overwhelming. There is the actual business of what you are doing, but there are also the many details of running a business that need to be addressed. You have to deal with payroll, marketing, employee scheduling, and so much …  Read More

Categorized: Business Financial Services
Tagged: 401(k), business retirement plan, retirement plan

The Asset Allocation Dilemma

Nov 10 2014

Asset allocation, in basic terms, is the division of investment assets among numerous asset classes. At its simplest, one would divide their investment dollars among stocks, bonds and cash, with the percentage allocated to each determined by the individual’s time horizon and risk tolerance. The …  Read More

Categorized: Educational Planning Resources
Tagged: Asset Allocation, Investing, Investment Planning, Stock Market Allocation

Use Your 401(k) as a Retirement Savings Plan, Not a Piggy Bank

Jun 13 2014

With the enactment of the Revenue Act of 1978 the modern day 401(k) retirement plan was born. After a modest beginning, employer sponsored retirement plans have become a major factor in how we save. So much so that, for many Americans, the employer sponsored 401(k) plan is the only place they are …  Read More

Categorized: Retirement Planning
Tagged: 401k Retirement Plan, Financial Planning, Financial Planning Allentown PA, Retirement Savings

The 7 Biggest Baby Boomer Retirement Mistakes

Apr 25 2014

According to the Pew Research Center, roughly 10,000 Americans will celebrate their 65th birthday every day for the next 19 years. The first Baby Boomers - born between 1946 and 1964 - are moving from the workforce into retirement. There is a large amount of research done related to this change in …  Read More

Categorized: Retirement Planning
Tagged: Baby Boomer Retirement, Boomer Retirement Mistakes, Retirement Mistakes, Retirement Savings

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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