Social Awareness - Support the Fight
During October, Financial Concepts accepted donations for Breast Cancer Awareness Month. The company matched the donations and presented a check to Valerie Heitkamp of the Cancer Association of Mercer County.
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 ®, CRC |
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Lani Stein |
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Newsletters
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Key Retirement and Tax Numbers for 2023
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
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Is It Time to Buy an Electric Vehicle?
The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.
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New Life for Your Old Insurance Policy
Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.
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A 529 Plan Can Help Jump Start Your College Fund
Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.