resources

At Equity Concepts North, we value understanding. That is why we make things simple and place more emphasis on process than product. When our clients understand the concepts we teach, they will have a better foundation and have more tools to take the right steps toward financial and personal success.

Managing Your Taxes

If you haven’t grasped the crucial impact of taxes, you will now!
This illustration reveals the harsh truth about taxes.

The Compound Tax StrategyTM reveals the powerful, long-term impact that the compounding of tax payments can have over the total life of an investment. Do you realize how much opportunity cost you lose by paying more in taxes than you have to? How can you make the most of your investment and keep more of your money? This strategy provides a time proven solution and allows you to invest the money once given to Uncle Sam.

Retirement Planning

Are you making the right investment decisions by looking at market averages? By not understanding the difference between average and actual return and how averages can be misleading, you may be making big errors in your retirement planning.

We all tend to look at the higher averages of market-driven investments and choose those investments as areas in which we will invest our savings. But did you know that LOWER averages may actually produce the better outcome when you look at the ACTUAL (vs. average) returns.

Find out how average vs. actual return can affect your retirement savings. 

Are you prepared to live off of only 4% of your retirement savings? You may have to.

Personal Finances

All of us were born with the potential to enjoy wealth and prosperity, but you won’t get there by following conventional wisdom.

Put off savings for even a year or two can cost you dearly.

The Eagle and the Kiwi, How Banks Make Money, Bat vs. Swing

 

8 Sheraton Drive • Altoona, PA 16601
Phone: (814)940-8322 Toll Free: (888)735-8037 Fax: (814)940-8323 Email: info@equitynorth.com

Securities Offered Through QA3 Financial Corp., Member FINRA/SIPC
Advisory Services Offered Through QA3 Financial, LLC, A SEC Registered Investment Advisor. Equity Concepts North and QA3 Financial Corp are not affiliated companies.
This site has been published for residents of AR, CO, FL, MD, MN, NY, PA, and VA. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular strategy.