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 Save For a Wedding

Apr 22 2016

The time period after you first get engaged seems to be so exciting and exhilarating, but after all of the excitement wears off, people begin asking the same question, “When are you getting married?” This may seem like such a simple question, but once all the planning begins, you may find yourself a …  Read More

Categorized: Family & Finances
Tagged: Financial Planning, Financial Planning Allentown PA, Money Skills, Save For a Wedding, savings, wedding

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

Family & Finances – Balancing Financial Priorities

Feb 06 2014

The backbone of a successful financial life is a combination of planning for the future and budgeting in the present. Over time your plan will change as your income (hopefully) increases and the shape of your family transforms. Things are much different for newlyweds in their late-20s than the …  Read More

Categorized: Family & Finances
Tagged: Family Finance, Family Planning, Financial Planning, Financial Planning Allentown PA, Financial Planning Bethlehem PA, Financial Planning Easton PA, Financial Planning Lehigh Valley PA, Magellan Financial, Magellan Financial Allentown PA

Family & Finances: Planning In Your 30s and 40s

Aug 19 2013

At Magellan Financial we believe in the power of planning. We also know that most people don’t start seriously considering an investment plan until they enter the fifth decade of life.  It is much easier to envision retirement, a concept that is hard to grasp when you are in your 30s or 40s, once …  Read More

Categorized: Family & Finances
Tagged: Ann Drescher, Family Finance, Family Planning, Financial Planning, Financial Planning Allentown PA, Financial Planning Bethlehem PA, Financial Planning Easton PA, Financial Planning Lehigh Valley PA, Jeff Bogert, Jon Soden, Magellan Financial, Magellan Financial Allentown PA, Rob Cahill

Recent Posts

  • Why Experienced Investment Planning is Something to be Thankful For
  • Monthly Stock Market Review – October 2019
  • Your Succession Planning Is Vital to Your Business’ Future
  • Financial Topics To Discuss With Aging Parents

Categories

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  • Educational Planning Resources
  • Family & Finances
  • Financial Market Outlook
  • Insurance
  • Investing
  • Living in Retirement
  • Retirement Planning
  • Socially Responsible Investing

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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, GA, IL, IN, KY, MA, MD, MN, MZ, 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
      • College Savings Plans
        • Saving For College: How & When To Save
      • Estate Planning Strategies
      • Life Insurance Services
      • Impact Investing
    • Investment Management
      • Tactical Asset Allocation
      • Tactical Equity Portfolio
    • Business Financial Services
    • Retirement Planning Services
      • Social Security & Medicare Benefits
  • Impact Investing
  • Team
  • Become A Client
  • Work At Magellan
  • Blog
  • 401k
  • Contact