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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5 Financial Moves for the Post COVID-19 World

Dec 30 2020

Think back to January 1, 2020. The economy was booming and markets were approaching record highs. Then, the Coronavirus pandemic happened. Many lost their jobs, benefits - or worse. Even if you and your partner have maintained employment and stuck to your investment plans, there are still lessons to …  Read More

Categorized: Family & Finances
Tagged: 401(k), Beneficiaries, Emergency Fund, estate planning, income streams, insurance, Liability, retirement planning

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

Key Lessons for Living in Retirement

Dec 26 2018

Here at Magellan Financial, our aim is to help you experience a comfortable retirement. This means building a solid financial plan. Throughout our 2018 Living in Retirement blog series we’ve addressed some of the more common questions and fears that arise both before and during the retirement …  Read More

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

Estate Planning for Retirement

Dec 20 2018

You worked hard your entire life and built up a sizable nest egg to fund your retirement. As you approach the finish line, you need to protect yourself and your legacy to ensure that your assets can be passed on to your loved ones without too many headaches. Part of the estate planner’s job is to …  Read More

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

Recent Posts

  • 5 Financial Moves for the Post COVID-19 World
  • Monthly Stock Market Review – November 2020
  • 5 Characteristics to Look for in an Investment Planner
  • Monthly Stock Market Review – October 2020

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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
      • Tactical Asset Allocation
    • 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