2025-2026 FAFSA Opens December 1
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At Money Concepts Wealth Management & Financial Planning, we offer the resources and flexibility to provide you with personalized financial planning. We do so through our proprietary process called The Pineapple FORMula™
Learn More!ENJOY SUBSCRIPTION CONTENT COURTESY OF MONEY CONCEPTS SUNBURY
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For the second year in a row, the Free Application for Federal Student Aid (FAFSA) will be delayed.
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The IRS gives people aged 55 an option to access their 401(k) penalty-free if they leave their jobs and want retirement fund access at 55. This "rule of 55" could save serious money if you want to retire early or need to make a one-time withdrawal from your plan to cover a major expense. Here's more info on how it works.
Financial planning is not a static situation but rather it is a fluid and dynamic, just like your life. We recognize that as your life unfolds your needs will evolve and we maintain an ongoing process that not only allows us to react to Critical Financial and Life Events but helps assure that we can actually prepare for them.
We know events can be as diverse as planning for retirement, selling a business, receiving an inheritance, buying a recreational property or pro-actively planning for your legacy. Our resources, experience and knowledge take the many pieces of your financial plan and keep them in place so that your path to financial independence is clear.