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280 West Canton Avenue
Suite 250
Winter Park, FL 32789

Jerome Wall, CFP®

(407) 875-8787

 
Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

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

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Raise Your Retirement Income

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

 

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Tax Freedom Day

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

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

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Women and Retirement

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

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Cycle of Investing

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

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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