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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 HISTORICAL INFLATION This calculator shows how inflation over the years has impacted purchasing power. THE VALUE OF INSURING AGAINST LIFE’S RISKS Building wealth requires protection from the forces of wealth destruction. DON’T BE YOUR OWN WORST ENEMY Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of. * 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 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