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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
For homeowners who think their property taxes are too high, there are ways to appeal.
Here are six flags that may make your tax return prime for an IRS audit.
When to start? Should I continue to work? How can I maximize my benefit?
There are common mistakes you can avoid when saving for retirement.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Even low inflation rates can pose a threat to investment returns.
A quick history of the Federal Reserve and overview of what it does.
Three things to consider before dipping into retirement savings to pay for college.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Are you ready for retirement? Here are five words you should consider.
Why are 401(k) plans, annuities, and IRAs so popular?