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Toggle navigation * Home * About * Our Mission * Team * Our Approach * Products & Services * Tax & Accounting Services * Useful Links * Resource Center * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Market Perspectives * Sightline * Monthly Vantage Point * Contact 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 FINANCIAL RESOLUTIONS FOR 2024 Whatever you're dreaming of for 2024 and beyond, here are some financial resolutions to consider to help you get there. VOLUNTEERING IN RETIREMENT For many, retirement includes contributing their time and talents to an organization in need. INFLATION AND YOUR PORTFOLIO Even low inflation rates can pose a threat to investment returns. * Articles * Calculators * Videos WHAT’S YOUR INVESTMENT IQ? You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz REBALANCING YOUR PORTFOLIO Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. PLANNING, SAVING, AND SPENDING OVER A LIFETIME Are you reactive or proactive in your finances? Take control with our step-by-step savings guide. THE BUSINESS CYCLE Understanding the economy's cycles can help put current business conditions in better perspective. 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. FIND THAT LOST RETIREMENT ACCOUNT With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money. VIEW ALL ARTICLES A LOOK AT SYSTEMATIC WITHDRAWALS This calculator may help you estimate how long funds may last given regular withdrawals. SAVING FOR COLLEGE This calculator can help you estimate how much you should be saving for college. TAXABLE VS. TAX-DEFERRED SAVINGS Use this calculator to compare the future value of investments with different tax consequences. WHAT IS MY LIFE EXPECTANCY? Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children. WHAT IS MY CURRENT CASH FLOW? Assess whether you are running “in the black” or “in the red” each month. WHAT IS THE DIVIDEND YIELD? This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock. VIEW ALL CALCULATORS WHAT SMART INVESTORS KNOW Savvy investors take the time to separate emotion from fact. ESTATE MANAGEMENT 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. INVESTMENTS You’ve made investments your whole life. Work with us to help make the most of them. EXTENDED CARE: A PATCHWORK OF POSSIBILITIES What is your plan for health care during retirement? ARE ALTERNATIVE INVESTMENTS RIGHT FOR YOU? With alternative investments, it’s critical to sort through the complexity. HOW TO RETIRE EARLY Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. VIEW ALL VIDEOS ARTICLES WHAT’S YOUR INVESTMENT IQ? You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz REBALANCING YOUR PORTFOLIO Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. PLANNING, SAVING, AND SPENDING OVER A LIFETIME Are you reactive or proactive in your finances? Take control with our step-by-step savings guide. THE BUSINESS CYCLE Understanding the economy's cycles can help put current business conditions in better perspective. 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. FIND THAT LOST RETIREMENT ACCOUNT With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money. VIEW ALL ARTICLES CALCULATORS A LOOK AT SYSTEMATIC WITHDRAWALS This calculator may help you estimate how long funds may last given regular withdrawals. SAVING FOR COLLEGE This calculator can help you estimate how much you should be saving for college. TAXABLE VS. TAX-DEFERRED SAVINGS Use this calculator to compare the future value of investments with different tax consequences. WHAT IS MY LIFE EXPECTANCY? Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children. WHAT IS MY CURRENT CASH FLOW? Assess whether you are running “in the black” or “in the red” each month. WHAT IS THE DIVIDEND YIELD? This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock. VIEW ALL CALCULATORS VIDEOS WHAT SMART INVESTORS KNOW Savvy investors take the time to separate emotion from fact. ESTATE MANAGEMENT 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. INVESTMENTS You’ve made investments your whole life. Work with us to help make the most of them. EXTENDED CARE: A PATCHWORK OF POSSIBILITIES What is your plan for health care during retirement? ARE ALTERNATIVE INVESTMENTS RIGHT FOR YOU? With alternative investments, it’s critical to sort through the complexity. HOW TO RETIRE EARLY Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. 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 Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information 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, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. 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 QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators