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ConceptWealth

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

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Helpful Content

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

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

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.

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

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

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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