Concise Financial Advisement LLC.
Financial Plans, Retirement Planning, 401k Rollovers, Traditional IRA, Roth IRA, College Savings, Li
10/05/2026
Your child may have $1,000 waiting in a “Trump Account:” Here’s how to claim it Children born in a select timeframe are automatically enrolled in "Trump accounts."
10/04/2026
The White House says most Medicare Part B enrollees are eligible for the one-time payments. FULL STORY ⬇️
10/01/2026
New student loan rules: What’s changing? When? Who’s affected? New federal student loan limits begin July 1, 2026. Learn what’s changing for parents, undergrads and graduate borrowers—and how to plan for costs.
09/26/2026
09/25/2026
The Pennsylvania Treasury has made reuniting unclaimed property with its rightful owners a focus over the course of 2026, and now, it's introduced a way to make that goal even easier.
https://www.abc27.com/pennsylvania/pa-treasury-introduces-new-website-for-unclaimed-property/?utm_medium=social&utm_source=facebook_abc27_News
09/24/2026
Starbucks announced that it's planning to close 250 North America stores this week. What the company said in a letter sent to employees. FULL STORY ⬇️
09/23/2026
The operator of 314 Wendy's locations in the U.S. has filed for bankruptcy after the restaurant chain tried to terminate its franchise agreement. Read which locations may be affected at the link in the comments.
09/21/2026
Understanding Guaranteed Lifetime Annuities: Benefits and How They Work Discover the benefits of guaranteed lifetime annuities for lifelong income. Learn about payment options and operational details to evaluate their fit for your financial strategy.
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Address
531 Burnham Court
Lancaster, PA
17601
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
| Saturday | 9am - 12pm |
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