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ConceptWealth

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2202 Thousand Oaks, Suite 102
San Antonio, Texas 78232
                                                 
210-492-8620
carolin@conceptwealth.com

Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Dreaming Up an Active Retirement

Helpful Content

Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How Compound Interest Works

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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