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YOUR FINANCIAL WELL-BEING IS OUR PRIORITY

For more than 20 years, we have helped our clients grow their businesses, manage
their taxes, and achieve financial security.

Integrating tax expertise and financial services gives us unique insight into
your financial world and allows us to provide a comprehensive approach that
simplifies your life.




HELPFUL CONTENT


HOW WOMEN CAN PREPARE FOR RETIREMENT

Are women prepared for a 20-year retirement?


REPLACING YOUR MEDICARE CARD

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful
article.


CRITICAL ESTATE DOCUMENTS

Sound estate management includes creating financial and healthcare documents.
Here's an inside look.

 * Articles
 * Calculators
 * Videos

PUTTING A PRICE TAG ON YOUR HEALTH

Being healthy not only makes you feel good, it may also help you financially.

PREVENT A RIFT: MONEY TIPS FOR NEWLYWEDS

Couples may be able to head off many of the problems in a marriage that money
can cause.

FOUR REASONS MILLENNIALS NEED AN ESTATE STRATEGY

Estate strategies for millennials may sound like less of a concern than
retirement, but young adults should prepare now.

SOCIAL SECURITY: MAXIMIZING BENEFITS

There are other ways to maximize Social Security benefits, in addition to
waiting to claim them.

WHAT IS A ROTH 401(K)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a
Roth IRA.

THE INVESTMENT RISK NO ONE’S EVER HEARD OF

You face a risk for which the market does not compensate you, that can not be
easily reduced through diversification.

VIEW ALL ARTICLES

TAXABLE VS. TAX-DEFERRED SAVINGS

Use this calculator to compare the future value of investments with different
tax consequences.

LONG-TERM-CARE NEEDS

Determine your potential long-term care needs and how long your current assets
might last.

SHOULD I BUY OR LEASE AN AUTO?

This calculator compares the financial impact of leasing versus buying an
automobile.

ANNUITY COMPARISON

This calculator compares a hypothetical fixed annuity with an account where the
interest is taxed each year.

HOME MORTGAGE DEDUCTION

Use this calculator to assess the potential benefits of a home mortgage
deduction.

COMPARING INVESTMENTS

This calculator compares the net gain of a taxable investment versus a
tax-favored one.

VIEW ALL CALCULATORS

FROM BOATS TO BROKERS

From the Dutch East India Company to Wall Street, the stock market has a long
and storied history.

SOCIAL SECURITY: BY THE NUMBERS

Here are five facts about Social Security that might surprise you.

RETIREMENT REDEFINED

Around the country, attitudes about retirement are shifting.

SURPRISES

Making the most of surprises is a great reason to work with us.

THE BUSINESS CYCLE

How will you weather the ups and downs of the business cycle?

RETIREMENT ACCOUNTS WHEN YOU CHANGE YOUR JOB

This video discusses issues related to your retirement accounts when you move on
from your job.

VIEW ALL VIDEOS

ARTICLES

PUTTING A PRICE TAG ON YOUR HEALTH

Being healthy not only makes you feel good, it may also help you financially.

PREVENT A RIFT: MONEY TIPS FOR NEWLYWEDS

Couples may be able to head off many of the problems in a marriage that money
can cause.

FOUR REASONS MILLENNIALS NEED AN ESTATE STRATEGY

Estate strategies for millennials may sound like less of a concern than
retirement, but young adults should prepare now.

SOCIAL SECURITY: MAXIMIZING BENEFITS

There are other ways to maximize Social Security benefits, in addition to
waiting to claim them.

WHAT IS A ROTH 401(K)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a
Roth IRA.

THE INVESTMENT RISK NO ONE’S EVER HEARD OF

You face a risk for which the market does not compensate you, that can not be
easily reduced through diversification.

VIEW ALL ARTICLES

CALCULATORS

TAXABLE VS. TAX-DEFERRED SAVINGS

Use this calculator to compare the future value of investments with different
tax consequences.

LONG-TERM-CARE NEEDS

Determine your potential long-term care needs and how long your current assets
might last.

SHOULD I BUY OR LEASE AN AUTO?

This calculator compares the financial impact of leasing versus buying an
automobile.

ANNUITY COMPARISON

This calculator compares a hypothetical fixed annuity with an account where the
interest is taxed each year.

HOME MORTGAGE DEDUCTION

Use this calculator to assess the potential benefits of a home mortgage
deduction.

COMPARING INVESTMENTS

This calculator compares the net gain of a taxable investment versus a
tax-favored one.

VIEW ALL CALCULATORS

VIDEOS

FROM BOATS TO BROKERS

From the Dutch East India Company to Wall Street, the stock market has a long
and storied history.

SOCIAL SECURITY: BY THE NUMBERS

Here are five facts about Social Security that might surprise you.

RETIREMENT REDEFINED

Around the country, attitudes about retirement are shifting.

SURPRISES

Making the most of surprises is a great reason to work with us.

THE BUSINESS CYCLE

How will you weather the ups and downs of the business cycle?

RETIREMENT ACCOUNTS WHEN YOU CHANGE YOUR JOB

This video discusses issues related to your retirement accounts when you move on
from your job.

VIEW ALL VIDEOS


EMOTIONS AND INVESTING

 


CONTACT US

31 Ardmore Avenue
Landsdowne, PA 19050

Phone: (610) 626-9545


INVESTMENT-RELATED EMAILS

tomobrien@obrienfinancialadvisors.com


TAX-RELATED EMAILS

info@taxtime.net

 


LOCAL WEATHER

19050



 

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regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
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material provided are for general information, and should not be considered a
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Copyright 2024 FMG Suite.



Securities and advisory services offered through Registered Representatives of
Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS
Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera
Investment Advisers LLC. Cetera is under separate ownership from any other named
entity.

This site is published for residents of the United States only. Registered
Representatives of Cetera Financial Specialists LLC may only conduct business
with residents of the states and/or jurisdictions in which they are properly
registered. Not all of the products and services referenced on this site may be
available in every state and through every representative listed. For additional
information please contact the representative(s) listed on the site, visit the
Cetera Financial Specialists LLC site at ceterafinancialspecialists.com

Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.

Business Continuity | Important Disclosures and Form CRS

Individuals affiliated with this broker/dealer firm are either Registered
Representatives who offer only brokerage services and receive transaction-based
compensation (commissions), Investment Adviser Representatives who offer only
investment advisory services and receive fees based on assets, or both
Registered Representatives and Investment Adviser Representatives, who can offer
both types of services.



CONTACT

O'Brien Financial Advisors, LLC and Tax Time

Office: (610) 626-9545

Fax: (610) 626-8448

31 Ardmore Avenue

Landsdowne, PA 19050

FINRA series 6, 63, 65

Send an Email



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