New Financial Concepts ...Expanding Your Horizons

Helping You Plan Your Financial Future

Welcome to our Web Site, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial Situation.  New Financial Concepts created this Web Site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning and wealth preservation.  Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

Here at the New Financial Concepts, we are committed to educating investors about their options regarding financial security and potential tax reduction strategies.  In addition, we provide straight-forward advice about real-life issues which can undermine your financial well being.  If you have any questions or would like to schedule a FREE NO-OBLIGATION consultation  and needs analysis do not hesitate to give us a call at (859) 331-0316!


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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Investor Profile

Asset Allocation and It's Ever Changing "Mix" Are Powerful Keys

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Newsletters

Get to Know Your Beneficiaries

It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

More Newsletters →