Every year since 1947, the U.S. President pens an economics textbook.
CONCORDWEALTHPARTNERS.COM
Required Reading: The Economic Report of the President
Have a kid heading off to college? Here are a few tips.
CONCORDWEALTHPARTNERS.COM
A Cheat Sheet for Sending Your Kid to College
Do you have a will? Is it updated?
CONCORDWEALTHPARTNERS.COM
When Do You Need a Will?
If you died, what would happen to your email archives, social
profiles, and online accounts?
CONCORDWEALTHPARTNERS.COM
Safeguard Your Digital Estate
#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy.
CONCORDWEALTHPARTNERS.COM
Gap Insurance for Leased Cars
When was the last time you paid yourself first?
CONCORDWEALTHPARTNERS.COM
Pay Yourself First
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
CONCORDWEALTHPARTNERS.COM
Immediate vs. Deferred Annuities
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
CONCORDWEALTHPARTNERS.COM
The Average American Budget
Here are 4 unexpected locations that make great places to #raise your #family.
CONCORDWEALTHPARTNERS.COM
Four Great, Unexpected Places to Raise a Family
Concerned about the social impact of your investments?
CONCORDWEALTHPARTNERS.COM
Investing with Your Heart
Could you find acres of diamonds in your own backyard? Watch this video.
CONCORDWEALTHPARTNERS.COM
Acres of Diamonds
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
CONCORDWEALTHPARTNERS.COM
What If You Get Audited?
Learn the language of life insurance.
CONCORDWEALTHPARTNERS.COM
Term vs. Permanent Life Insurance
Here are a few key factors to consider when naming an executor for your estate.
CONCORDWEALTHPARTNERS.COM
And the Executor Is
What should you look for in a personal finance app?
CONCORDWEALTHPARTNERS.COM
What to Look for in Personal Finance Apps
The average college senior graduates with credit card debt. How will your kids manage money?
CONCORDWEALTHPARTNERS.COM
Do Your Kids Know The Value of a Silver Spoon?
Does your business have a retirement strategy that fits your short, long-term needs?
CONCORDWEALTHPARTNERS.COM
Choosing a Retirement Plan that Fits Your Business
Saving for college doesn’t have to be as complicated as college itself.
CONCORDWEALTHPARTNERS.COM
Saving for College 101
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
CONCORDWEALTHPARTNERS.COM
Important Birthdays Over 50
Do you know the difference between a global mutual fund and an international mutual fund?
CONCORDWEALTHPARTNERS.COM
Global and International Funds
An ILIT could play a role in your estate strategy.
CONCORDWEALTHPARTNERS.COM
A Primer on Irrevocable Life Insurance Trusts
$100 not spent is more like $143. Intrigued? #taxes #saving
CONCORDWEALTHPARTNERS.COM
Stop Wasting Money
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
CONCORDWEALTHPARTNERS.COM
Weighing the Benefits of Prepaid Debit Cards
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
CONCORDWEALTHPARTNERS.COM
Rebalancing Your Portfolio
There are benefits and limitations when using a living trust. #LivingTrust
CONCORDWEALTHPARTNERS.COM
A Living Trust Primer
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
CONCORDWEALTHPARTNERS.COM
Rightsizing for Retirement
PRNEWSWIRE.COM
Concord Asset Management Names Mitch York Chief Investment Officer
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
CONCORDWEALTHPARTNERS.COM
Countering Counterfeit Currency
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
CONCORDWEALTHPARTNERS.COM
The Junk Drawer Approach to Investing
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
CONCORDWEALTHPARTNERS.COM
Red Flags for Tax Auditors
What every parent needs to know about insuring his or her #teen #driver. #insurance
CONCORDWEALTHPARTNERS.COM
Buying Auto Insurance For Teen Drivers
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
CONCORDWEALTHPARTNERS.COM
Changing Unhealthy Behaviors
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]
CONCORDWEALTHPARTNERS.COM
The A, B, C, & D of Medicare
Do you know how long it may take for your investments to double in value?
CONCORDWEALTHPARTNERS.COM
The Rule of 72
LINKEDIN.COM
Concord Asset Management on LinkedIn: Insights: November Issue
Concord Asset Management
Yesterday at 9:47 AM ·
At CAM, we believe it is prudent to regularly communicate our market and economic observations and how they apply to your investment portfolios. Check out our Insights: November Issue on LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:6742446519225458688
Concord Asset Management
Yesterday at 9:47 AM ·
At CAM, we believe it is prudent to regularly communicate our market and economic observations and how they apply to your investment portfolios. Check out our Insights: November Issue on LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:6742446519225458688
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
CONCORDWEALTHPARTNERS.COM
What If You Get Audited?
Sector investing may present an opportunity — if you do your homework. #investing
CONCORDWEALTHPARTNERS.COM
The Utility of Sector Investing
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
CONCORDWEALTHPARTNERS.COM
Social Security: Five Facts You Need to Know
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
CONCORDWEALTHPARTNERS.COM
Choosing a Business Structure
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
CONCORDWEALTHPARTNERS.COM
The Economic Journey of Your Morning Coffee
Concerned about the social impact of your investments?
CONCORDWEALTHPARTNERS.COM
Investing with Your Heart
Many have heard they should avoid probate; do you understand what probate is and how it works?
CONCORDWEALTHPARTNERS.COM
Problems with Probate
If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:
CONCORDWEALTHPARTNERS.COM
Medicare At 65+
Business owners should consider a succession plan sooner rather than later.
CONCORDWEALTHPARTNERS.COM
Succeeding at Business Succession
You've allocated your assets; you just may not realize it yet. #AssetAllocation
CONCORDWEALTHPARTNERS.COM
Asset Allocation
When considering a record keeping system for your business, you need to ask yourself some very important questions
CONCORDWEALTHPARTNERS.COM
Keeping Good Records is Good Business
Never get stuck with the check again after watching this.
CONCORDWEALTHPARTNERS.COM
No Cash, No Checks, No Problem
15-year vs. 30-year: know your refinancing options.
CONCORDWEALTHPARTNERS.COM
Lots of Variables with Fixed-Rate Mortgages
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
CONCORDWEALTHPARTNERS.COM
Emerging Market Opportunities
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
CONCORDWEALTHPARTNERS.COM
Prescription Drug Benefits Under Medicare (Part D)
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
CONCORDWEALTHPARTNERS.COM
Four Really Good Reasons to Invest
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
CONCORDWEALTHPARTNERS.COM
Is a Variable Annuity Right for Me?
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
CONCORDWEALTHPARTNERS.COM
Prescription Drug Benefits Under Medicare (Part D)
The market is as unpredictable as the weather. We’re here to help you prepare.
CONCORDWEALTHPARTNERS.COM
Forecast
College, kids and costs.
CONCORDWEALTHPARTNERS.COM
Getting a Head Start on College Savings
Whether you realize it or not, you’ve allocated your assets.
CONCORDWEALTHPARTNERS.COM
A Decision Not Made Is Still a Decision
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
CONCORDWEALTHPARTNERS.COM
Four Really Good Reasons to Invest
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
CONCORDWEALTHPARTNERS.COM
Is a Variable Annuity Right for Me?
Haven’t gotten your second #stimulus check? There are many reasons for the potential hang-up including how and if you’ve filed #taxes in the past.
CNET.COM
Stimulus check lost in the mail? Probably not. 11 things causing a holdup
When it comes to investing, you may be your own worst enemy.
CONCORDWEALTHPARTNERS.COM
Don’t Be Your Own Worst Enemy
Concerned about the social impact of your investments?
CONCORDWEALTHPARTNERS.COM
Investing with Your Heart
The market is as unpredictable as the weather. We’re here to help you prepare.
CONCORDWEALTHPARTNERS.COM
Forecast
College, kids and costs.
CONCORDWEALTHPARTNERS.COM
Getting a Head Start on College Savings
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
CONCORDWEALTHPARTNERS.COM
When Heirs are Imperfect
Learn more about whether you need to pay estimated taxes.
CONCORDWEALTHPARTNERS.COM
You May Need to Make Estimated Tax Payments If…
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
CONCORDWEALTHPARTNERS.COM
Do You Owe The AMT?
Haven’t gotten your second #stimulus check? There are many reasons for the potential hang-up including how and if you’ve filed #taxes in the past.
CNET.COM
Stimulus check lost in the mail? Probably not. 11 things causing a holdup
When it comes to investing, you may be your own worst enemy.
CONCORDWEALTHPARTNERS.COM
Don’t Be Your Own Worst Enemy
Concerned about the social impact of your investments?
CONCORDWEALTHPARTNERS.COM
Investing with Your Heart
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
CONCORDWEALTHPARTNERS.COM
Tax Deductions You Won't Believe
Attention Estate Executors: Do you know about the Alternate Valuation Date?
CONCORDWEALTHPARTNERS.COM
Understanding the Alternate Valuation Date
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
CONCORDWEALTHPARTNERS.COM
When Heirs are Imperfect
Learn more about whether you need to pay estimated taxes.
CONCORDWEALTHPARTNERS.COM
You May Need to Make Estimated Tax Payments If…
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
CONCORDWEALTHPARTNERS.COM
Do You Owe The AMT?
Haven’t gotten your second #stimulus check? There are many reasons for the potential hang-up including how and if you’ve filed #taxes in the past.
CNET.COM
Stimulus check lost in the mail? Probably not. 11 things causing a holdup
Do global and international mutual funds complement or conflict with each other?
CONCORDWEALTHPARTNERS.COM
Global vs. International: What’s The Difference?
Ben Franklin used compound interest to make big contributions to his two favorite cities.
CONCORDWEALTHPARTNERS.COM
The Power of Compound Interest
As complex as the details of taxes can be, the income tax process is fairly straightforward.
CONCORDWEALTHPARTNERS.COM
How Income Taxes Work
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
CONCORDWEALTHPARTNERS.COM
Tax Deductions You Won't Believe
Attention Estate Executors: Do you know about the Alternate Valuation Date?
CONCORDWEALTHPARTNERS.COM
Understanding the Alternate Valuation Date
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
CONCORDWEALTHPARTNERS.COM
When Heirs are Imperfect
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
CONCORDWEALTHPARTNERS.COM
What Do Your Taxes Pay For?
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
CONCORDWEALTHPARTNERS.COM
Coaches
Do global and international mutual funds complement or conflict with each other?
CONCORDWEALTHPARTNERS.COM
Global vs. International: What’s The Difference?
Ben Franklin used compound interest to make big contributions to his two favorite cities.
CONCORDWEALTHPARTNERS.COM
The Power of Compound Interest
As complex as the details of taxes can be, the income tax process is fairly straightforward.
CONCORDWEALTHPARTNERS.COM
How Income Taxes Work
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
CONCORDWEALTHPARTNERS.COM
Tax Deductions You Won't Believe
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
CONCORDWEALTHPARTNERS.COM
Retiring the 4% Rule
Being healthy may help your personal finances.
CONCORDWEALTHPARTNERS.COM
Putting a Price Tag On Your Health
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
CONCORDWEALTHPARTNERS.COM
Red Flags for Tax Auditors
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
CONCORDWEALTHPARTNERS.COM
What Do Your Taxes Pay For?
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
CONCORDWEALTHPARTNERS.COM
Coaches
Do global and international mutual funds complement or conflict with each other?
CONCORDWEALTHPARTNERS.COM
Global vs. International: What’s The Difference?
$100 not spent is more like $143. Intrigued? #taxes #saving
CONCORDWEALTHPARTNERS.COM
Stop Wasting Money
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
CONCORDWEALTHPARTNERS.COM
Creative Ways to Motivate Your Employees
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
CONCORDWEALTHPARTNERS.COM
Retiring the 4% Rule
Being healthy may help your personal finances.
CONCORDWEALTHPARTNERS.COM
Putting a Price Tag On Your Health
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
CONCORDWEALTHPARTNERS.COM
Red Flags for Tax Auditors
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
CONCORDWEALTHPARTNERS.COM
What Do Your Taxes Pay For?
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
CONCORDWEALTHPARTNERS.COM
How to Read Your Credit Report
$100 not spent is more like $143. Intrigued? #taxes #saving
CONCORDWEALTHPARTNERS.COM
Stop Wasting Money
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
CONCORDWEALTHPARTNERS.COM
Creative Ways to Motivate Your Employees
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
CONCORDWEALTHPARTNERS.COM
Retiring the 4% Rule
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
CONCORDWEALTHPARTNERS.COM
Money that Buys Good Health is Never Ill Spent
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
CONCORDWEALTHPARTNERS.COM
How to Appeal Your Property Taxes
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
CONCORDWEALTHPARTNERS.COM
Jane Bond: Infiltrating the Market
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
CONCORDWEALTHPARTNERS.COM
Is a Variable Annuity Right for Me?
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
CONCORDWEALTHPARTNERS.COM
How to Read Your Credit Report
$100 not spent is more like $143. Intrigued? #taxes #saving
CONCORDWEALTHPARTNERS.COM
Stop Wasting Money
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
CONCORDWEALTHPARTNERS.COM
Are Alternative Investments Right for You?
10 tips that can head-off marriage money problems.
CONCORDWEALTHPARTNERS.COM
Prevent a Rift: Money Tips for Newlyweds
Wishing your day is filled with a bit of Irish luck and good fortune!
Tax time can be a good time to give your household budget a checkup.
CONCORDWEALTHPARTNERS.COM
Budget Check Up: Tax Time Is the Right Time
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
CONCORDWEALTHPARTNERS.COM
Money that Buys Good Health is Never Ill Spent
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
CONCORDWEALTHPARTNERS.COM
How to Appeal Your Property Taxes
Find out whether you are insurable before implementing a strategy using life insurance.
CONCORDWEALTHPARTNERS.COM
Universal Life Insurance
You've allocated your assets; you just may not realize it yet. #AssetAllocation
CONCORDWEALTHPARTNERS.COM
Asset Allocation
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
CONCORDWEALTHPARTNERS.COM
Are Alternative Investments Right for You?
10 tips that can head-off marriage money problems.
CONCORDWEALTHPARTNERS.COM
Prevent a Rift: Money Tips for Newlyweds
Wishing your day is filled with a bit of Irish luck and good fortune!
Tax time can be a good time to give your household budget a checkup.
CONCORDWEALTHPARTNERS.COM
Budget Check Up: Tax Time Is the Right Time
