Concordia Financial Group, Inc

09/02/2026

Start building your child's financial future today with these key points to know about Roth IRAs.

Learn about the benefits and requirements of opening a Roth IRA for kids.

08/31/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

08/28/2026

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

Lifestyle considerations in creating your retirement portfolio.

08/26/2026

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

08/24/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

08/21/2026

Considering alternative investments? It’s critical to sort through the complexity.

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

08/19/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

08/17/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

08/14/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

08/13/2026

Recognize National Make-a-Will Month by taking control of your estate. Make sure your wishes are known and help protect your loved ones from uncertainty.