Press & Media

Your Concurrent financial advisors and coaches regularly provide expert insights and financial education well-known personal finance media, press and podcasts to keep the public informed with trusted information. Tune in or read for valuable contributions that will help advance your finances and well-being.

4 things to avoid doing when your CD matures

How to Properly Juggle the Retirement Struggle

Investing in Trump Media is an ‘act of faith,’ expert says. Here are some risks involved

Should you be stashing your savings in cash? Three alternatives to consider

9 Anxious Thoughts Keeping You Up at Night—And How to Manage Them

5 Financial Mistakes to Avoid When You Are Self-Employed

Why overspending is one of the biggest financial mistakes you can make.

5 Red Flags To Look Out For When Taking Advice From Financial Influencers

Shoreline Hometown Credit Union Partners with Concurrent Financial Planning for Financial Advice Services to Members

Six Ways to Ensure Your Business Is Ready Come Tax Time

Homeownership is a hallmark of success for many Black adults

Seven Financial Strategies Your Business Should Implement This Year

Six Essential Questions to Ask Yourself Before Making a Major Purchase

Six Key Factors to Consider When Shopping for Long-Term Care Insurance

“Money and Life Intertwined”

Why a Spending Plan is Better Than a Budget

The Role Client History Plays in Creating Strong Financial Planning Relationships

The rich link between planning and psychology — and its vast potential

How To Navigate a Relationship With Someone From a Different Financial Background

Where Money Meets Feelings: Financial Therapy Finds Its Footing

Ask an Advisor: Can My New Wife Draw on Her Ex’s Social Security?

Ask An Advisor: Where Should I Stash Short-Term Savings?

What Can We Learn From Recessions Past?

Your brain may be sabotaging your financial or career success—and it’s due to how you were raised

How To Pay For College Without Student Loans

42% of Americans say money has a negative impact on their mental health

Rising inflation has made people feel anxious and overwhelmed. Here are some ways to cope

9 Tips for Saving Money

LMB^® Wealth & Wellbeing Assessment

Grab the journaling guide that helps you discover your money mind and aspirations toward financial freedom.

Press & Media

LMB® Wealth & Wellbeing Assessment

LMB^® Wealth & Wellbeing Assessment