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
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Here are 4 great, and sometimes unexpected, places to raise a family.
Calculating your potential Social Security benefit is a three-step process.
Building wealth requires protection from the forces of wealth destruction.
Six overlooked tax deductions to help manage your tax bill.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here’s a quick guide to checking to see if you have unclaimed money.
Here’s a crash course on saving for college.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.