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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Education

Education II

Our holistic wealth planning and management approach includes providing clients with resources to help them on their financial journeys. Through the years, we have written a number of articles that tap into our experience and expertise to provide a strong educational foundation in areas such as college savings, retirement planning, and investment management. Based on client feedback, here we curate our most popular insights to help readers address their financial challenges and meet their financial goals.

Family and Finances

How To Save Money And Invest For Traveling

Key Financial Milestones For Teens And Young Adults

How To Balance Retirement And College Savings

Financial Topics To Discuss With Aging Parents

College Savings & Finances

FAFSA 2022-2023 Application: What You Need To Know

College Savings: From Getting Started To Enrollment

6 Options For Families To Fund A College Education

How College Students Can Build Good Credit

Retirement Planning

Our Comprehensive Guide To Social Security And Medicare Benefits

The Four Phases Of Retirement Planning

7 Simple Steps To Create Your Retirement Budget

Retirement Planning Tips To Prepare For The Unexpected

Guide to Social Security & Medicare Benefits Whitepaper
Download Our Guide To Social Security And Medicare Benefits!

Living In Retirement

Retirement Risk Overview: Intro To Our Retirement Is For Living Series

When To Start Taking Social Security

How To Cut Expenses To Attain Your Retirement Lifestyle

Key Lessons For Living In Retirement

Investing

Stock Market Outlook 2022

What Is Your Risk Tolerance If The Markets Turn Down?

Tips to Grow Your Wealth: How The Rich Become Rich

How To Start Your Socially Responsible (ESG) Investing

Business Financial Services

6 Mistakes Small Business Owners Make With Their Finances

How Can You Build A Career Legacy

Your Succession Planning Is Vital To Your Business’ Future

Year End Tax Planning Tips For Small Business Owners

On behalf of Magellan Financial, we thank you for taking the time out of your busy day to take in our thoughts and opinions. If you find our educational resources helpful, please forward them on to others. If you have any questions on the materials presented, would like to be added to our email list, or would like help with your investments, we can be contacted at 484-240-5743, via email, or by subscribing via the side panel at right.

Recent Posts

  • Monthly Stock Market Review – July 2022
  • 3 Tax Efficient Strategies for Wealth Planning
  • Monthly Stock Market Review – June 2022
  • Monthly Stock Market Review – May 2022

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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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MENU
  •  Home
  • 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
    • Whom We Serve
    • Get Started Now
    • The Client Relationship
  • Work At Magellan
  • Knowledge Center
    • Blog
    • Market Reviews
    • Education
    • Helpful Resources
  • Contact