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
College Savings & Finances
Living In Retirement
Business Financial Services
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.