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.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
An inside look at how marginal income tax brackets work.
An increasing number have been developed to help individuals with their personal finances.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This worksheet can help you estimate the costs of a four-year college program.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
$1 million in a diversified portfolio could help finance part of your retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Learn how to harness the power of compound interest for your investments.
All about how missing the best market days (or the worst!) might affect your portfolio.
Are you ready for retirement? Here are five words you should consider.
Do you have causes that you want to support with donations? Here are three tips.