New Financial Concepts | Serving the Greater Cincinnati and Northern Kentucky Area's Financial Needs

Helping You Plan Your Financial Future

Welcome to our website where you will find a wealth of information in the form of newsletters 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 website to help you gain a better understanding of the important financial information 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.

At 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 or Needs Analysis do not hesitate to give us a call!

 

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Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Investor Profile

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Newsletters

HOT TOPIC: How to Make the Most of the Payroll Tax Cut

Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

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