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

07/08/2011
Quarterly Market Review
After strong first quarter gains

06/22/2011
Fulfilling the 401K Promise
Why Independent advisors are in the best position to fulfill the promise of the 401k plan for America's workers.

06/08/2011
Myths and Facts about social security
Myth: Social security will provide most of the income you need in retirement.......

05/04/2011
April Market Summary
Ending on a high note: Domestic equities hit new year-to-date highs as the Dow's best month so far this year put it at a level not seen since May 2008.

04/07/2011
Plan Sponsor Article II
The passage of the Frank Dodd Financial Regulatory Reform bill was a watershed event for the retirement plan marketplace. In response to the Global Financial Crisis in 2008, the Frank Dodd Bill seeks to bring a huge spotlight to the dark corners of today’s retirement plan industry. Some plan sponsors and participants may be surprised that much of the new regulations focus on fees and transparency versus investment performance. However, a review of the history of changes in the retirement plan marketplace illustrates that much of the recent litigation has in fact focused primarily on plan fees.

04/07/2011
Plan Sponsor Article
If 2010 was the year of discussion and debate surrounding the reform of our nation’s retirement plan marketplace, 2011 will be the year of resolution and implementation of new regulations.

03/04/2011
Social Security Survivor's Benefits
You might think Social Security is a program that only provides you with a monthly income after you retire. But what you might not realize is that Social Security may also provide monthly payments in the form of survivor's benefits, based on your work record, to certain members of your family after your death.

02/02/2011
Market month for January
The first month of the new year started with a bang, though it ended with a bit of a whimper.

01/07/2011
January Newsletter
Roth conversions, mortgages, and health-care reform were a few of the most talked about topics in 2010. Here's a look at five topics you're bound to hear about in 2011.

12/13/2010
December Newsletter
You're on your own now. You've finished school, are working your first real job, and maybe you're even buying a home or getting married. Here are a few tips to help you start managing your finances.

11/17/2010
Tax law Changes Presentation
Here is the power point presentation from the educational event

09/21/2010
Investing in Green Technology
If you're considering investing in green technology hoping to make another kind of green--the folding kind--you'll need to deliberate carefully. Interest from governments, the public, and venture capital enhances the attractiveness of green companies. Also, daydreaming about finding the equivalent of Microsoft, getting in early, and retiring on the proceeds is a popular pastime. But while technologies that can help clean up and preserve the planet may have enormous potential, potential isn't necessarily the same thing as profit.

09/20/2010
What You Should Know about Trusteed IRAs
The tax code allows IRAs to be created as trust accounts, custodial accounts, and annuity contracts. Regardless of the form, the federal tax rules are generally the same for all IRAs. But the structure of the IRA agreement can have a significant impact on how your IRA is administered. This article will focus on one type of trust account commonly called a "trusteed IRA," or "individual retirement trust."

09/15/2010
Medicare Annual Enrollment Season Is Here
If you're currently enrolled in Medicare, you've probably begun receiving information about your coverage. That's because the annual enrollment period for Medicare runs from November 15 through December 31. During this period, you can make changes to your Medicare coverage that will be effective on January 1, 2011. Even if you like the Medicare coverage you already have, it's a good time to explore your options, especially if your health or financial circumstances have changed.

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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.

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