Concord Wealth Management
12111 Vaughn Street
East Concord, NY 14055
Phone:
716-592-9225
Fax:
716-265-3444
Strategic Investment and Financial Planning Advice
We don't predict the future; we help you prepare for it. While many financial professionals and firms specialize in just one type of financial planning, Concord Wealth Management (“CWM”) provides a unified approach, focusing on the entirety of its clients’ needs. CWM provides guidance on the widest scope of financial planning, from wealth accumulation and preservation to estate planning strategies, tax-advantaged investing, retirement planning and risk management.
Objective advice from an Independent Firm.
716.592.9225 609.694.0784
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.