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
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
When to start? Should I continue to work? How can I maximize my benefit?
Calculating your potential Social Security benefit is a three-step process.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Can you keep up with your children’s mobile slang?
A collection of tips from professional travelers.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
What is your plan for health care during retirement?
Do you know these three personal finance sayings?
All about how missing the best market days (or the worst!) might affect your portfolio.
There are a few things to consider when buying or leasing your next vehicle.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, cracking the code on bonds.