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Latest Articles

Insurance

  • Teen Drinking and Your Liability
  • Making Sense Of A Home Warranty
  • The Cost of Medical Care
  • What to Look for in an Extended-Care Policy
  • Inventorying Your Possessions
  • When Life Insurance Becomes Taxable
  • Understanding Extended Care
  • Assess Life Insurance Needs
  • The A, B, C, & D of Medicare
  • Medicare Advantage 101

Money

  • The Half Million Dollar Baby
  • Buying vs. Leasing a Car
  • How Big is Money?
  • Making Sense of HSAs and FSAs
  • What Can You Buy With 529 Distributions?
  • Personal Finance Calendar
  • What If Your Kids Decide Against College?
  • The Big Pause
  • What Will You Do With Your Bonus or Windfall?
  • Year-End Charitable Gifting and You

Lifestyle

  • A Path to Serenity and Smart Money Choices
  • Prevent a Rift: Money Tips for Newlyweds
  • Fixed or Variable Mortgage, Which Should You Pick?
  • Mastering Mobile Lingo
  • Money Draining Food Myths
  • Changing Unhealthy Behaviors
  • The Financial Literacy Crisis
  • Putting a Price Tag On Your Health
  • How Boomers and Millennials Differ
  • Do Your Kids Know The Value of a Silver Spoon?
 

Contact

Office: 949-233-9955

1500 Quail Street

Suite 570

Newport Beach, CA 92660

steve@mc-concepts.net

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