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Financial Concepts is an independent company and has been serving Mercer County since 1995. We are a full service investment center and only offer programs and products that pass our standards. We believe the selection of a financial planner is one of the most important decisions you will ever make. You deserve to be served by an experienced professional who has many years of practical financial planning. Our financial planners can work with you to evaluate and help build an investment plan tailored to your specific needs. Our financial planners will advise you as the market conditions and interest rates fluctuate over time, as well as help you face the present and plan for the future. After all, as your lifestyle changes, your financial goals may also change. |
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Judy Zehringer, AIF ® |
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Lani Stein |
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Newsletters
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IPOs: Consider the Risks Behind the Hype
Discover why it might be worth waiting for a record of financial results before investing in an initial public offering.
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Watch Out for Scams That Target Businesses
Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.
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HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
Surprised by the final numbers on your 2018 tax return? Here are some tips for adjusting withholding to help avoid surprises next tax season.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?