WELCOME TO MONEY MANAGEMENT CONCEPTS
Money Management Concepts is a comprehensive financial services firm committed to helping you improve your long- term financial success. Our customized strategies are designed to address your financial objectives by delivering an unprecedented level of personalized service and commitment.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at jerry@moneymanagementconcepts.net or call us at 407-875-8787 . We look forward to hearing from you.
Helpful Content
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.