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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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

6 Options for Families to Fund a College Education

Oct 20 2021

Families spent an average of over $26,000 on college costs in 2020-2021, and the number is expected to climb in the years ahead. Some parents of teens have been planning for higher education costs for decades while others are just now getting started. Luckily, there are plenty of options available …  Read More

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

FAFSA 2022-23 Application – What You Need To Know

Aug 26 2021

*** To learn about the key delays, changes, and updates made to the latest FAFSA form, the 2023-2024 FAFSA application which opens on October 1, 2022, please see our updated blog. ***Nothing is more appealing to soon-to-be/current college students and their parents than free money. However, it’s …  Read More

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

College Savings Basics: 529 Plans & Maximizing School Aid

Jun 04 2019

These days, the total average cost of higher education exceeds $140,000 per child at private four-year colleges.(1) The cost can even exceed $70,000-$75,000 a year at select schools and continues to grow exponentially. But there are several ways young students and their families can save to prepare …  Read More

Categorized: Educational Planning Resources, Family & Finances
Tagged: 529 College Savings Plan, Affordable College Savings, ESA, FAFSA, Financial Aid, Financial Planning, saving for college, Student Debt, UTMA Accounts

Tips For Filling Out FAFSA and Applying For Financial Aid

Nov 06 2018

As the cost of higher education increases, so does the need for financial aid. Despite this need, many families tend to miss out on financial opportunities because they are unaware of certain processes or deadline information. Last year, high school graduates missed out on as much as $2.6 billion in …  Read More

Categorized: Educational Planning Resources, Family & Finances
Tagged: College affordability, FAFSA, Financial Aid, financial educational resources, how to pay for college

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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