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.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The true cost of raising a child may be far more than you expect.
Do you have an estate strategy? You should.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Calculating your potential Social Security benefit is a three-step process.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
How do the markets usually react to elections? Was the 2016 election any different?
You’ve made investments your whole life. Work with us to help make the most of them.
Around the country, attitudes about retirement are shifting.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, cracking the code on bonds.