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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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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
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HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.
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Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
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Business or Hobby? It’s All About Taxes
The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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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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Loan Payoff
How much will it cost to pay off a loan over its lifetime?