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Refocus Your Wealth, Part III: Goal Setting to Design Your Wealth

In the first post of our Refocus Your Wealth series, we redefined Wealth as something more expansive than money: a life of flourishing. In the

July 18, 2025 No Comments

Refocus Your Wealth, Part III: Goal Setting to Design Your Wealth

July 18, 2025 No Comments

Financial Habits to Master in the Early Accumulation Phase

June 26, 2025 No Comments

Buying a Home in a 55+ Community: What You Need to Know

June 26, 2025 No Comments

Your Money

Magellan goal setting wealth July 18 2025 Archery Target

Refocus Your Wealth, Part III: Goal Setting to Design Your Wealth

July 18, 2025 No Comments

early accumulation phase

Financial Habits to Master in the Early Accumulation Phase

June 26, 2025 No Comments

flourishing wealth girl with book

Refocus Your Wealth: Creating Freedom Provides Flourishing Wealth

June 23, 2025 No Comments

Your Retirement

Magellan Buying a Home 55 Plus

Buying a Home in a 55+ Community: What You Need to Know

June 26, 2025 No Comments

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How to Balance Retirement and College Savings

June 25, 2024 No Comments

2024: A Year of Significant Changes to 401(k) Plans

January 4, 2024 No Comments

What We Do

A Practice Committed to Excellence

Your Legacy

Build Legacy Allentown

How Can You Build a Career Legacy?

June 16, 2024 No Comments

Succession Planning for Your Business’ Future

Your Succession Planning Is Vital to Your Business’ Future

October 29, 2023 No Comments

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Estate Planning Strategies for Retirement

January 20, 2023 No Comments

Your Business

Small Business Owners Finances Lehigh Valley

6 Mistakes Small Business Owners Make With Their Finances

April 7, 2024 No Comments

Tax Tips Lehigh Valley

Year End Tax Planning Tips for Small Business Owners

December 23, 2023 No Comments

4 Ways Your Benefits Package Can Set Your Business Apart

July 19, 2023 No Comments

Market Reports

Magellan June Market Commentary Feature Image Warehouse

Stock Market Commentary– June 2025

June 11, 2025 No Comments

May Market Commentary

Stock Market Commentary–May 2025

May 13, 2025 No Comments

April 2025 stock market

Stock Market Commentary– April 2025

April 10, 2025 No Comments

Contact Magellan Financial

For more information about the many types of clients we are proud to serve, contact our financial advisory team today!

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