How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
Keeping You Informed
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our team approach offers a range of services to provide more diverse benefits to our clients.Learn More
Understanding Today's Financial Environment
Welcome, we are Concord Wealth Management, a financial organization in Waltham, MA. We understand that individuals face unique challenges as they prepare for retirement.We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have combined years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
When you’re married and have children, insurance needs will be different.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Marriage changes everything, including your insurance needs.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are a few things to consider when buying or leasing your next vehicle.
Would you guess that Millennials are effectively saving for retirement? Well, they are.