2 Summit Park Drive, Suite 350 • Independence, OH 44131

Phone (216) 642-9211

Being at Ease Reduce the Burden Where Is the Market Headed? Welcome to Associated Concepts Agency, Inc.

 

Helpful Content

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

 

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

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Self-Employed Retirement Plans

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

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Disability Income

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

Can I Refinance My Mortgage?

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

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Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

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

An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

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

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Choosing a Mortgage

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

Are Alternative Investments Right for You?

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

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