Financial problems can happen to anyone, regardless of income, and can range from minor budgeting to major concerns that threaten bankruptcy. They may stem from a sudden loss of income, unexpected expenses or uncontrolled spending. Unfortunately, financial difficulties frequently make existing problems worse or create new ones. A professional financial consultant can help.
CONCERN provides a 30-60 minute confidential financial consultation at no cost to eligible employees and their family. You can speak directly with a financial consultant or access our online financial resources at LifeAdviser.
Below is just a partial list of financial problems we can help you with:
Money Basics
- Debt reduction strategies
- Cash management
- Introduction to investing
Buying a Home
- Buying versus renting
- Mistakes buyers make
- How much can you afford?
- Financing
- Making an offer
Tax Basics
- Common income tax questions
- Reducing income taxes
- Income tax deductions and credits
- Exemptions
- Filing status
Investment Basics
- Saving versus investing
- Types of investments
- Risk and return
- Managing risk
- Saving for retirement
College Planning
- The cost of a college degree
- Saving and investing for college
- Financial aid
- Tax advantages
Consumer Credit Services
- Requesting and reading a credit report
- Correcting erroneous information on a credit report
- Tips on preventing identity theft
Obtaining a referral
To speak with a CONCERN financial consultant or learn more about our financial services, call our toll-free number (800) 344-4222 or complete our Request for Services form.
Financial problems can happen to anyone, regardless of income, and can range from minor budgeting to major concerns that threaten bankruptcy. They may stem from a sudden loss of income, unexpected expenses or uncontrolled spending. Unfortunately, financial difficulties frequently make existing problems worse or create new ones. A professional financial consultant can help.
CONCERN provides a 30-60 minute confidential financial consultation at no cost to eligible employees and their family. You can speak directly with a financial consultant or access our online financial resources at LifeAdviser.
Below is just a partial list of financial problems we can help you with:
Money Basics
- Debt reduction strategies
- Cash management
- Introduction to investing
Buying a Home
- Buying versus renting
- Mistakes buyers make
- How much can you afford?
- Financing
- Making an offer
Tax Basics
- Common income tax questions
- Reducing income taxes
- Income tax deductions and credits
- Exemptions
- Filing status
Investment Basics
- Saving versus investing
- Types of investments
- Risk and return
- Managing risk
- Saving for retirement
College Planning
- The cost of a college degree
- Saving and investing for college
- Financial aid
- Tax advantages
Consumer Credit Services
- Requesting and reading a credit report
- Correcting erroneous information on a credit report
- Tips on preventing identity theft
Obtaining a referral
To speak with a CONCERN financial consultant or learn more about our financial services, call our toll-free number (800) 344-4222 or complete our Request for Services form.