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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!"

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Helpful Content

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

 

Put It in a Letter

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

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

9 Facts About Social Security

There are things about Social Security that might surprise you.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Surprises

Making the most of surprises is a great reason to work with us.

The Cycle of Investing

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

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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