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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

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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Put It in a Letter

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A letter of instruction provides additional and more personal information regarding your estate.

Retiring Wild: National Parks and You

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Get ready to enjoy America’s national park system with this helpful article.

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

 

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

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Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Inflation & Retirement

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

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Estimate Your RMD

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

My Retirement Savings

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

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Choosing a Mortgage

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

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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