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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HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas
This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.
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A Map for Your Family
A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
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If You Don’t Have a Will, You Probably Should
Do you have a will? If not, this article offers three key reasons why you should.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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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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Credit Card Debt
How Long Will It Take to Pay my Balance?