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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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 investment 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

7 Simple Steps To Create Your Retirement Budget

Nov 07 2018

Most of you probably have some notion of your retirement goals. You may visualize traveling, spending more time with your grandchildren, or even turning a hobby into a retirement business. No matter what kind of activities you hope to enjoy, goals without plans to achieve them are just wishes. …  Read More

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

How to Cut Expenses to Attain Your Retirement Lifestyle

Sep 27 2018

How do you know if you're saving enough for retirement? To begin to answer that question, run a basic retirement calculator at least once a year. Even better, consider obtaining more customized answers from a financial advisor. A financial professional will consider your unique goals and help you …  Read More

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

Tips to Plan for Retirement by the Decade

Aug 30 2018

You have a great chance to achieve your retirement goals if you treat retirement planning as a long-term project. When you start saving young, you can keep reinvesting gains and earning compound interest that adds up over the years. Perhaps even more important, you have time on your side. That means …  Read More

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

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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