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
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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 Latte Lie and Other Myths
Do you know these three personal finance sayings?
Technology tips to make your next trip even better.
This checklist can give you a quick snapshot of how prepared you are.
One way to find money is to examine your current spending habits and eliminate money wasters.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Here is a quick history of the Federal Reserve and an overview of what it does.
How will you weather the ups and downs of the business cycle?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.