Financial Planning, Investment and Wealth Management | Tax, Estate, Retirement, IRA and 401k Planning | Bala Cynwyd, Malvern, Radnor, Pottstown, Pennsylvania

Investment and Wealth Management, Tax and Accounting Services, Berks County, PA

05/04/2012
April Market Month
Here is the market recap for the month of April

04/17/2012
May Newsletter
Hidden Taxes: What Is Your True Cost?

04/26/2012
Quarterly Conference Call
Please join us Thursday, April 26th at 10:00 AM

03/30/2012
Bob Veres E-Column: Conflicts Revealed, Conflicts Explained
Produced by Hightower Securities (which actively recruits brokerage teams) compares brokers to butchers and fiduciaries to dieticians; the one sells you a choice cut of meat, the latter sells advice on a healthy diet.

03/23/2012
March Video Alert
Death & Taxes: An update

03/16/2012
April Newsletter
Supercommittee Failure Sets Stage for Election Year Debate

02/22/2012
Market Month
Welcome to the January 2012 edition of Market Month

02/16/2012
March Newsletter
Election Year Tax Talk: Deciphering the Terminology

01/06/2012
Manufacturing could return, despite recession "hangover"
Economic Breakfast forum

01/05/2012
Retirement Plan changes coming in 2012
Even though lawmakers may shy away from passing major laws in an election year, 2012 will bring changes to 401(k)s and other retirement plans.

12/29/2011
Year end client survey
As the year comes to a close, we thank you for your business and look forward to serving you in the year to come! Please take approximately 3 minutes to fill out a year end Client Survey. This survey will not collect any information on your identity and all responses will be received anonymously. Again, we thank you for your business and wish you the best as we head into another year together.

12/21/2011
January Newsletter
Each new year brings the chance for a fresh start, and the opportunity to improve your financial picture.

12/13/2011
Market Month
Welcome to the November issue

11/30/2011
New Student Debt Repayment Plan
On October 26, 2011, President Obama announced a plan that seeks to help college graduates pay back their federal student loans. The plan is an executive order and does not require approval by Congress.

11/16/2011
December Newsletter
Qualified Charitable Distributions Qualify for RMDs

11/10/2011
2012 IRA and Retirement Plan Limits Available
The maximum amount you can contribute to a traditional IRA or Roth IRA in 2012 remains at $5,000 (or 100% of your earned income, if less), unchanged from 2011.

10/26/2011
Third quarter market review
Welcome to the third quarter review

10/19/2011
November Newsletter
Five Year-End Tax Planning Considerations

09/29/2011
Medicare Open Enrollment Period Starts Sooner and Ends Earlier
What is the Medicare Open Enrollment Period????

09/14/2011
October Newsletter
Year-End Investment Planning: The Clock Is Ticking

09/08/2011
Deadline Approaching for Undoing a 2010 Roth IRA Conversion
If you converted a traditional IRA to a Roth IRA in 2010, and your Roth IRA has sustained losses as a result of the recent market downturn, you may want to consider whether it makes sense to undo (recharacterize) your conversion.

08/29/2011
GAO Report Suggests Annuities as Retirement Income Option
The U.S. Government Accountability Office (GAO) reports that financial experts typically recommend that middle-net-worth retirees use a portion of their savings to buy an income annuity (immediate annuity) to help meet necessary retirement expenses.

08/16/2011
August Newsletter
Life with out life Insurance!

08/11/2011
Market Volatility and Your Emotions!
When dealing with a volatile market, sometimes the most difficult challenge is to manage your emotions

08/03/2011
Interest Rates Drop Slightly on Some Variable Rate Federal Student Loans Loans issued on or after July 1, 1998, through June 30, 2006
If you have a federal Stafford or PLUS Loan issued on or after July 1, 1998, through June 30, 2006, the interest rates on these loans reset every July 1.

07/25/2011
The US Debt Limit
As August 2 approaches, you'll likely hear increasingly urgent debate over the nation's debt ceiling. That's the approximate date by which the Treasury estimates it will no longer be able to borrow under the current $14.3 trillion limit.

07/08/2011
July Newsletter
Crisis Investing: Keeping your head!

06/09/2011
Market Month: May 2011
Equities spent much of May in a gradual but relentless decline that reversed much of April's strong gain.

06/09/2011
June Newsletter
Though it may seem as if the ink has barely dried on your 2010 federal income tax return, the end of 2011 is now visible on the horizon.

05/10/2011
April market month
The Global Dow rebounded strongly from its March slump, though it still lagged the domestic indices year-to-date.

04/04/2011
Quarterly Market Review
By the March two-year anniversary of the bull market, equities had spent much of the quarter alternately climbing the classic "wall of worry" and falling back.

03/04/2011
March Newsletter
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two?

02/02/2011
February Newsletter
1040 Tax Tips........ You don't want to pay more in tax than you have to. That means taking advantage of every deduction and credit that you're entitled to.

01/11/2011
2010 Annual Market Review
Despite persistent debate over whether the economic recovery was genuine or the calm before another storm

12/09/2010
market month for November
Attached are the monthly numbers for the financial markets

12/09/2010
College Cost number
College board releases new college cost numbers

11/02/2010
Tax Law Changes Educational Event
AFRAID of TAX HIKES? Main Line Financial Advisors is hosting an educational event on the up and coming tax law changes, and how they are going to AFFECT YOU!

10/27/2010
Putting Market Volatility in Perspective
A market commentary flash for viewing

10/13/2010
Roundtable Session II
Come Join us

09/21/2010
MLFA Bottom Line Fall 2010
One of the things that I am most proud of at Main Line Financial Advisors is our ongoing commitment to client education. Our continued hope is to provide content and direction to our clients and potential clients regarding the confusing world of Wall Street and what you can do as investors to be better prepared for a prosperous future.

04/30/2010
Barron's Winner Circle Conference
Exclusive Conference Hosts Wealth Management Leaders and Industry Decision Makers.

04/27/2010
The Difference Between Winning and Success
I found the most extraordinary video. It's 18 minutes of coach Wooden at age 91. It's titled, simply, "John Wooden on true success", courtesy of TED.com.

Home About MLFA Our Staff Personal Financial Services Business Financial Services Tax & Accounting Services Account Login
News & Events Information Request Contact

MAIN LINE FINANCIAL ADVISORS
P: 800.266.6532 F: 855.406.9546

BALA CYNWYD 160 Rock Hill Road, Bala Cynwyd, Pennsylvania 19004
MALVERN 101 Lindenwood Drive, Suite 225, Malvern, Pennsylvania 19355
RADNOR 150 North Radnor Chester Road, Suite F-200, Radnor, Pennsylvania 19087
POTTSTOWN 211 East High Street, Pottstown, Pennsylvania 19464

Serving businesses and individuals in Berks, Chester, Delaware and Montgomery Counties.

Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser.

A broker/dealer (BD), investment advisor (IA) , BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s BD, IA, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by BD, IA, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s BD, IA, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. We are registered to sell investment products and services in the following states: (AK) Arkansas, (AL) Alabama, (AZ) Arizona, (CA) California, (CO) Colorado, (CT) Connecticut, (DE) Delaware, (FL) Florida, (GA) Georgia, (IL) Illinois, (IN) Indiana, (KS) Kansas, (KY) Kentucky, (MA) Massachusetts, (MD) Maryland, (MI) Michigan, (MO) Missouri, (MS) Mississippi, (NC) North Carolina, (NJ) New Jersey, (NM) New Mexico, (NY) New York, (OH) Ohio, (OK) Oklahoma, (PA) Pennsylvania, (RI) Rhode Island, (SC) South Carolina, (VA) Virginia, (VT) Vermont, (WA) Washington, (WI) Wisconsin, (WV) West Virginia, (WY) Wyoming. Advisory Services through FSC Advisory Corporation are registered in all 50 states.

Download and review a copy of the Main Line Financial Advisors' ADV.
Download and review a copy of the Main Line Financial Advisors' Privacy Policy.

© 2012 Main Line Financial Advisors, LLC., All Rights Reserved.