Managing Challenges Together
Given the evolving status of the Coronavirus (COVID-19), we want to assure you that Concord Wealth Management is committed to providing uninterrupted service to our financial professionals and their clients while also maintaining the safety and well-being of our associates.
You can count on Concord Wealth Management at challenging times like this. Our financial professionals and associates have dedicated themselves to delivering quality services that help you navigate life’s uncertainties. We fully expect to maintain high levels of service and responsiveness.
Our parent company, Penn Mutual, has been keeping its promises for 173 years with a record of strong financial performance. They have protected what matters most through recessions, wars and pandemics and have always taken the long-term view. They are well positioned to handle interest rate changes, market volatility and other disruptors.
Given the current COVID-19 situation, we regularly monitor global and local developments as well as guidelines from the Centers for Disease Control and the World Health Organization. We remain confident in the precautions we’ve taken so far and in our ability to operate our business in a changing environment.
Helping you protect what matters is important to us. We hope that you and your loved ones are safe and healthy.
Let us know if we can help in any way.Contact Us
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 - for You
Hello! Here at Concord Wealth Management, we understand that individuals face unique challenges as they prepare for their futures. And we're here to help.
Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial objectives.
Let our professionals take the mystery out of preparing for today and tomorrow. Let's work together through all stages of your life.Contact Us
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Understanding the economy's cycles can help put current business conditions in better perspective.
There’s a link between debt and stress.
Understanding the value of a home warranty.
Even if you’re young and single, you should still consider protecting yourself.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How do the markets usually react to elections? Was the 2016 election any different?
It's easy to let investments accumulate like old receipts in a junk drawer.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you know these three personal finance sayings?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.