Main Line Financial Advisors

MLFA EVENT: Iron Bike Tour

Sun, 09 Jun 2013 00:00:00 -0500

Main Line Financial Advisors is proud to be a sponsor of The 11th Annual French Creek Iron Tour Cycling For Open Space.

MLFA EVENT: Second Quarter Conference Call

Thu, 30 May 2013 00:00:00 -0500

Second Quarter Market Review

April Newsletter

Wed, 08 May 2013 00:00:00 -0500

Income-Based Repayment (IBR) for Federal Student Loans

MLFA EVENT: Ladies Tea at Two Social

Thu, 18 Apr 2013 00:00:00 -0500

Tea Social

Ladies Tea at Two Social

Thu, 18 Apr 2013 00:00:00 -0500

Join Us for this exciting event!

Asset Allocation

Mon, 15 Apr 2013 00:00:00 -0500

Statement season is here!!

February Monthly Market Alert

Fri, 12 Apr 2013 00:00:00 -0500

US equities ended February on a high note

March Newsletter

Fri, 22 Mar 2013 00:00:00 -0500

Estate Tax After the Fiscal Cliff

Understanding "Sequestration"

Tue, 12 Mar 2013 00:00:00 -0500

If you like political drama, you're in luck.

March Newsletter

Tue, 05 Mar 2013 00:00:00 -0600

Cost-of-Living Adjustments: What They Are and Why They Matter

MLFA EVENT: Ladies Tea at Two Social

Tue, 12 Feb 2013 00:00:00 -0600

Unique and fun Tea Social for the ladies!!

February Newsletter

Fri, 01 Feb 2013 00:00:00 -0600

Federal Income Tax Filing Season Is Here

January Monthly Market Alert

Fri, 01 Feb 2013 00:00:00 -0600

Equities benefited from relief over a resolution to the Fiscal Cliff

MLFA EVENT: First Quarter Conference Call

Wed, 23 Jan 2013 00:00:00 -0600

2013 Tax Regulation Changes

The American Taxpayer Relief Act of 2012

Tue, 08 Jan 2013 00:00:00 -0600

The new year began with some political drama

More detailed tax information to come.

Wed, 02 Jan 2013 00:00:00 -0600

Senate-Approved Bill Would Avoid Fiscal Cliff

MLFA EVENT: MLFA is proud to be a sponsor of the Funky Santa 5k Race

Sun, 02 Dec 2012 00:00:00 -0600

Funky Santa 5k and 5k Three Person Relay

The Fiscal Cliff: What does it mean

Tue, 20 Nov 2012 00:00:00 -0600

You've probably heard the phrase "Fiscal Cliff"being used quite a bit lately.

November Newsletter

Mon, 19 Nov 2012 00:00:00 -0600

The Economics of Borrowing from Your 401(k)

Investing in a Rising Tax Environment 2012

Mon, 19 Nov 2012 00:00:00 -0600

The Bush tax cuts–the lower tax rates in effect for the past decade–are scheduled to expire at the end of 2012.

The Sunset of the Tax Cuts

Fri, 16 Nov 2012 00:00:00 -0600

Will Congress do something about the coming fiscal drag?

MLFA EVENT: Quarterly Conference Call

Thu, 15 Nov 2012 00:00:00 -0600

Third Quarter market review

MLFA EVENT: Quarterly Conference Call

Thu, 08 Nov 2012 00:00:00 -0600

Third Quarter Market Review

MLFA EVENT: Oktoberfest

Tue, 23 Oct 2012 00:00:00 -0500

MLFA & Sly Fox Brewery Oktoberfest!

October Newsletter

Wed, 17 Oct 2012 00:00:00 -0500

On the Precipice: the "Fiscal Cliff"

MLFA EVENT: TedX

Sat, 06 Oct 2012 00:00:00 -0500

TED is a nonprofit devoted to Ideas Worth Spreading. It started out (in 1984) as a conference bringing together people from three worlds: Technology, Entertainment, Design.

Important Information About Fred Matarazzo

Mon, 01 Oct 2012 00:00:00 -0500

Friends,

September Newsletter

Thu, 13 Sep 2012 00:00:00 -0500

Breaking Down the Taxpaying Population: Where Do You Fit In?

Quarterly conference call

Thu, 02 Aug 2012 00:00:00 -0500

Please join us Thursday, August 2, 2012 for the Second Quarter Market Review.

August Newsletter

Thu, 02 Aug 2012 00:00:00 -0500

Speculating on the Future of the Federal Estate Tax

Market Volatility

Fri, 13 Jul 2012 00:00:00 -0500

Let’s start with the main subject on every investor’s mind.

July Newsletter

Tue, 19 Jun 2012 00:00:00 -0500

Imagine playing a complicated game, but the rules of the game are changing, and the new rules have yet to be announced.

June Newsletter

Tue, 29 May 2012 00:00:00 -0500

If you've struggled to make sense of the ongoing European debt debacle, you're not alone

Welcome Dana Vesey

Tue, 22 May 2012 00:00:00 -0500

In stepping up the level of service to our clients we would like to introduce our newest financial advisor.

April Market Month

Fri, 04 May 2012 00:00:00 -0500

Here is the market recap for the month of April

Quarterly Conference Call

Thu, 26 Apr 2012 00:00:00 -0500

Please join us Thursday, April 26th at 10:00 AM

May Newsletter

Tue, 17 Apr 2012 00:00:00 -0500

Hidden Taxes: What Is Your True Cost?

Bob Veres E-Column: Conflicts Revealed, Conflicts Explained

Fri, 30 Mar 2012 00:00:00 -0500

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.

MLFA EVENT: Social Security Event

Fri, 23 Mar 2012 00:00:00 -0500

Social Security Education Event

March Video Alert

Fri, 23 Mar 2012 00:00:00 -0500

Death & Taxes: An update

April Newsletter

Fri, 16 Mar 2012 00:00:00 -0500

Supercommittee Failure Sets Stage for Election Year Debate

Market Month

Wed, 22 Feb 2012 00:00:00 -0600

Welcome to the January 2012 edition of Market Month

March Newsletter

Thu, 16 Feb 2012 00:00:00 -0600

Election Year Tax Talk: Deciphering the Terminology

MLFA EVENT: Fourth Quarter Market Review

Tue, 31 Jan 2012 00:00:00 -0600

Please join us Tuesday, January 31, 2012 at 10:00 AM for the Quarterly Main Line Financial Advisors Market Review.

Manufacturing could return, despite recession "hangover"

Fri, 06 Jan 2012 00:00:00 -0600

Economic Breakfast forum

MLFA EVENT: Economic Forecast Breakfast

Thu, 05 Jan 2012 00:00:00 -0600

Economic Forecast Breakfast- Tri County Chamber of Commerce

Retirement Plan changes coming in 2012

Thu, 05 Jan 2012 00:00:00 -0600

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.

Year end client survey

Thu, 29 Dec 2011 00:00:00 -0600

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.

January Newsletter

Wed, 21 Dec 2011 00:00:00 -0600

Each new year brings the chance for a fresh start, and the opportunity to improve your financial picture.

Market Month

Tue, 13 Dec 2011 00:00:00 -0600

Welcome to the November issue

MLFA EVENT: Funky Santa 5K Run and 3-Person Relay

Sun, 04 Dec 2011 00:00:00 -0600

Pottstown's Funky Santa 5K and 3-person Relay

New Student Debt Repayment Plan

Wed, 30 Nov 2011 00:00:00 -0600

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.

December Newsletter

Wed, 16 Nov 2011 00:00:00 -0600

Qualified Charitable Distributions Qualify for RMDs

2012 IRA and Retirement Plan Limits Available

Thu, 10 Nov 2011 00:00:00 -0600

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.

MLFA EVENT: Long term Care Education Event

Wed, 09 Nov 2011 00:00:00 -0600

Please Join Us for a very important conversation regarding long term care protection.

Third quarter market review

Wed, 26 Oct 2011 00:00:00 -0500

Welcome to the third quarter review

November Newsletter

Wed, 19 Oct 2011 00:00:00 -0500

Five Year-End Tax Planning Considerations

MLFA EVENT: Inflation Education Event

Thu, 13 Oct 2011 00:00:00 -0500

For most, the effects of inflation are felt in the goods and services they purchase, namely food and gasoline. As investment managers we also monitor its effects on your investments. Whether the effects are positive or negative, it is important to understand inflation’s impact and the strategies that may help guard against the “silent thief.”

Medicare Open Enrollment Period Starts Sooner and Ends Earlier

Thu, 29 Sep 2011 00:00:00 -0500

What is the Medicare Open Enrollment Period????

October Newsletter

Wed, 14 Sep 2011 00:00:00 -0500

Year-End Investment Planning: The Clock Is Ticking

Deadline Approaching for Undoing a 2010 Roth IRA Conversion

Thu, 08 Sep 2011 00:00:00 -0500

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.

GAO Report Suggests Annuities as Retirement Income Option

Mon, 29 Aug 2011 00:00:00 -0500

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.

August Newsletter

Tue, 16 Aug 2011 00:00:00 -0500

Life with out life Insurance!

Market Volatility and Your Emotions!

Thu, 11 Aug 2011 00:00:00 -0500

When dealing with a volatile market, sometimes the most difficult challenge is to manage your emotions

Interest Rates Drop Slightly on Some Variable Rate Federal Student Loans Loans issued on or after July 1, 1998, through June 30, 2006

Wed, 03 Aug 2011 00:00:00 -0500

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.

The US Debt Limit

Mon, 25 Jul 2011 00:00:00 -0500

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.

July Newsletter

Fri, 08 Jul 2011 00:00:00 -0500

Crisis Investing: Keeping your head!

Fulfilling the 401K Promise

Wed, 22 Jun 2011 00:00:00 -0500

Why Independent advisors are in the best position to fulfill the promise of the 401k plan for America's workers.

MLFA EVENT: Fathers Day Fishing Event

Sat, 18 Jun 2011 00:00:00 -0500

Fathers day fishing fiesta!!!

June Newsletter

Thu, 09 Jun 2011 00:00:00 -0500

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.

Market Month: May 2011

Thu, 09 Jun 2011 00:00:00 -0500

Equities spent much of May in a gradual but relentless decline that reversed much of April's strong gain.

Myths and Facts about social security

Wed, 08 Jun 2011 00:00:00 -0500

Myth: Social security will provide most of the income you need in retirement.......

April market month

Tue, 10 May 2011 00:00:00 -0500

The Global Dow rebounded strongly from its March slump, though it still lagged the domestic indices year-to-date.

April Market Summary

Wed, 04 May 2011 00:00:00 -0500

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.

MLFA EVENT: 401k Roundtable Luncheon

Tue, 26 Apr 2011 00:00:00 -0500

Come Join Us for an Important Discussion Regarding Your Groups 401(k) Plan

MLFA EVENT: Retirement and social security client education event

Tue, 26 Apr 2011 00:00:00 -0500

Taxation of your hard earned social security benefits.

Plan Sponsor Article

Thu, 07 Apr 2011 00:00:00 -0500

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.

Plan Sponsor Article II

Thu, 07 Apr 2011 00:00:00 -0500

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.

Quarterly Market Review

Mon, 04 Apr 2011 00:00:00 -0500

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.

Social Security Survivor's Benefits

Fri, 04 Mar 2011 00:00:00 -0600

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.

March Newsletter

Fri, 04 Mar 2011 00:00:00 -0600

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?

Market month for January

Wed, 02 Feb 2011 00:00:00 -0600

The first month of the new year started with a bang, though it ended with a bit of a whimper.

February Newsletter

Wed, 02 Feb 2011 00:00:00 -0600

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.

MLFA EVENT: 401k RoundtableEducation Session III

Wed, 26 Jan 2011 00:00:00 -0600

Come Join Us for an Important Discussion Regarding Your Groups 401(k) Plan

MLFA EVENT: Recently changed tax law legislation Education Event

Wed, 26 Jan 2011 00:00:00 -0600

Afraid of the tax law changes for 2011????

MLFA EVENT: 401k Roundtable Education Session

Wed, 26 Jan 2011 00:00:00 -0600

REMINDER!!!! 401k Round table luncheon tomorrow

MLFA EVENT: Quarterly Client appreciation Birthday Luncheon

Wed, 19 Jan 2011 00:00:00 -0600

Client appreciation Birthday Luncheon

2010 Annual Market Review

Tue, 11 Jan 2011 00:00:00 -0600

Despite persistent debate over whether the economic recovery was genuine or the calm before another storm

College Cost number

Thu, 09 Dec 2010 00:00:00 -0600

College board releases new college cost numbers

market month for November

Thu, 09 Dec 2010 00:00:00 -0600

Attached are the monthly numbers for the financial markets

MLFA EVENT: Tax Law Changes Educational Event

Wed, 17 Nov 2010 00:00:00 -0600

Come Join us for an educational event regarding up & coming law changes.

Tax law Changes Presentation

Wed, 17 Nov 2010 00:00:00 -0600

Here is the power point presentation from the educational event

Tax Law Changes Educational Event

Tue, 02 Nov 2010 00:00:00 -0500

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!

Putting Market Volatility in Perspective

Wed, 27 Oct 2010 00:00:00 -0500

A market commentary flash for viewing

MLFA EVENT: 401k Fiduciary Roundtable Luncheon II

Wed, 13 Oct 2010 00:00:00 -0500

Session 2- 401k Fiduciary Roundtable

Roundtable Session II

Wed, 13 Oct 2010 00:00:00 -0500

Come Join us

MLFA EVENT: 401k Fiduciary Roundtable Luncheon

Tue, 21 Sep 2010 00:00:00 -0500

A very important education event regarding the complex world of fiduciary responsibility and 401k investing.

MLFA Bottom Line Fall 2010

Tue, 21 Sep 2010 00:00:00 -0500

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.

Investing in Green Technology

Tue, 21 Sep 2010 00:00:00 -0500

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.

What You Should Know about Trusteed IRAs

Mon, 20 Sep 2010 00:00:00 -0500

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."

Medicare Annual Enrollment Season Is Here

Wed, 15 Sep 2010 00:00:00 -0500

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.

MLFA EVENT: Ragtime Performance

Fri, 11 Jun 2010 00:00:00 -0500

Ragtime Musical Event

MLFA EVENT: A night with the Reading Phillies

Fri, 07 May 2010 00:00:00 -0500

Reading Phillies vs. Akron Aeros

Barron's Winner Circle Conference

Fri, 30 Apr 2010 00:00:00 -0500

Exclusive Conference Hosts Wealth Management Leaders and Industry Decision Makers.

The Difference Between Winning and Success

Tue, 27 Apr 2010 00:00:00 -0500

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.