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Capital Concepts Inc. - Harrison, OH

9676 Dry Fork Road
Harrison, OH 45030

Call Us: 513-367-1793

"We free you up to do what you do best!"

The Cycle of Investing Perception vs. Reality The Cost of Procrastination Keeping Up with the Joneses How to Retire Early

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Stay Safe with a Business Owner's Policy

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New Retirement Contribution Limits for 2026

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A look at the new retirement contribution limits from the IRS.

The Investment Risk No One’s Ever Heard Of

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You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

 

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

U.S. Personal Savings Rate

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The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

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Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

College Savings

See how much you may need to save now to cover future college costs for your child.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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