How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.
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Keeping You Informed
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Our Culture
Our team approach offers a range of services to provide more diverse benefits to our clients.
Learn MoreUnderstanding 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 UsHelpful Content
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
The Best Apps in Travel
Technology tips to make your next trip even better.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Saving for College
This calculator can help you estimate how much you should be saving for college.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.