Integrating Financial Planning, Investments, and Tax Services
Welcome, I'm Steven Aberblatt, a financial planner and tax professional based in Philadelphia, Pennsylvania. I believe that any advisor can provide investment advice; it’s the trusted relationship that can be harder for people to find. While there are hundreds of thousands of financial advisors out there, I strive to stand out as one that truly cares about providing you ongoing guidance and clarity regarding your financial opportunities. My goal is to have a positive impact on your life by helping you navigate the complexities of financial planning and taxes with strategies that support your financial well-being.
For over 20 years, I have been serving my community in the Philadelphia region. Offering comprehensive wealth management*, retirement planning*, tax planning and preparation, insurance planning, estate planning, and small business pension plans, I seek to assist you with your greatest financial concerns, wherever you are in life. I invite you to contact me today to learn more about how we can work together.
*These services are offered by Steven Aberblatt through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Do your insurance needs stay the same when the nest empties?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are three things to consider before dipping into retirement savings to pay for college.
What if instead of buying that vacation home, you invested the money?
Are you ready for retirement? Here are five words you should consider.
Making the most of surprises is a great reason to work with us.
A special needs trust helps care for a special needs child when you’re gone.