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Here at Main Line Financial Advisors we take a different approach - We know that sound guidance does not just involve simply giving advice on choosing investments. This is why we chose to take a more holistic approach. We know that each client is unique, and therefore we develop a custom strategy for every person on an individual level based on their changing needs and complexities. We have assembled a seasoned team of multi-disciplined professionals who focus on a defined process to advise and guide you as your financial future evolves.

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Helpful Content

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

 

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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