Concise Financial Advisement LLC.

Concise Financial Advisement LLC.

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Financial Plans, Retirement Planning, 401k Rollovers, Traditional IRA, Roth IRA, College Savings, Li

Your child may have $1,000 waiting in a “Trump Account:” Here’s how to claim it 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 ⬇️

New student loan rules: What’s changing? When? Who’s affected? 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.

Understanding Guaranteed Lifetime Annuities: Benefits and How They Work 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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