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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Retirement Is For Living

retirement risk

It took decades of long hours and hard work but you’re finally starting to look at retiring from your nine-to-five —  which, let’s be honest, was never quite so regular. Early morning flights, late night phone calls, and a never-ending trickle of things that needed your immediate attention. But there’s good news! Now, you’re approaching the finishing line and starting to think about the freedom ahead of you.

Undoubtedly, you have questions:

  • How can I manage the inevitable ups and downs of a historic bull market?
  • Am I properly invested and doing everything I can to prepare for the years ahead?
  • How do I know what my risk tolerance is based on my income?

We Help Manage the Risks of Retirement for You

You have worked hard and saved for several years now, but like many approaching retirement age, you are probably wondering “will it be enough?” Part of our Retirement Is For Living planning process involves a careful consideration of the various risks you may encounter in the forthcoming decades, including:

  • Personal and Family Risks: employment issues, change in your marital status, and the needs of other family members often derail well-constructed retirement plans
  • Healthcare and Housing Risks: unforeseen medical bills, the need to change housing, and the lack of available caregivers are major expenses that impact budgets
  • Financial Risks: rising inflation, fluctuating interest rates, and stock market losses underscore the need for a thoughtful portfolio that manages risk and protects cash flow
  • Public Policy Risks: the possibility of higher taxes and reduced benefits from Medicare and Social Security loom over any retirement planning process

Even carefully designed retirement plans are susceptible to unexpected events. With thoughtful planning, the adverse consequences from many risks can be reduced or mitigated. Understanding post-retirement risks and integrating them into your retirement planning is the first step in ensuring that your Retirement Is For Living.

Early in your career but still seeking help with your retirement planning?
Contact Magellan Financial Today!

Live the Retirement You’ve Been Working Toward

Planning for retirement doesn’t just stop at your retirement date. It’s a continuous process that adapts based upon your current circumstances and how your unique, retirement situation is impacted by the risks outlined above. One thing’s for certain: The more flexibility you can have during your retirement, the better off you’ll be. Other key elements we consider to help you realize the retirement you’ve been working toward:

  • Continuously reevaluate your Retirement Lifestyle
  • Budget for Retirement in a way that addresses your priorities, first
  • Stay on top of your overall Finances and Health
  • Know when to take Security Security and how to maximize Future Income Streams
  • Estate Planning Strategies to protect your assets and your legacy

Overall, Magellan Financial believes that professional wealth management has only one definition of success: when our financial services allow our clients to realize their lifestyle and savings goals in retirement. Our thorough, thoughtful, risk-based strategies are designed to support your greatest objectives, so you have the freedom to enjoy them. After all, your Retirement Is For Living.

Contact Magellan Financial Today!

You care about your family’s financial security, and so do we. Contact our Retirement Advisors today and let’s talk about our Retirement Planning Services.

 


Wells Fargo Advisors Financial Network and its financial advisors provide non-fiduciary services only. They do not provide investment advice [as defined under the Employee Retirement Income Security Act of 1974 as amended (“ERISA”), have any discretionary authority with respect to the plan, make any investment or other decisions on behalf of the plan, or otherwise take any action that would make them fiduciaries to the plan under “ERISA”.

Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state

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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
Click Here for Heirloom Wealth Advisors

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
      • College Savings: From Getting Started to Enrollment
      • How to Balance Retirement and College Savings
    • 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