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  • Home
  • About
    • About Us
    • Our Process
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    • Meet Our Team
  • Our Services
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    • Succession Planning for Business Owners
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    • Insurance Planning
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    • Financial Calculators
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  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

Deb Huffman | Nov 7, 2023

How does the economy look to you?

Inflation
Investments
Interest
Economy
Do you feel like the economy isn’t making a lot of sense right now? There’s a big divide between the current data and what many Americans are feeling.
Read More
Two women meeting in an office space.
Deb Huffman | Nov 1, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Couple walking in a field with the ocean in the background
Deb Huffman | Oct 25, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
Set of keys beside miniature house
Deb Huffman | Oct 18, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Person writing a list in a notebook
Deb Huffman | Oct 11, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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Business page of a newspaper
Deb Huffman | Oct 4, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Deb Huffman | Aug 27, 2023

How High Will Interest Rates Go?

Investments
Inflation
Interest
How high do you think the Federal Reserve will have to push interest rates to fully tame inflation? Let’s discuss.
Read More
Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Concord Financial Alliance | Jun 14, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Man sitting on a park bench and working on a laptop
Concord Financial Alliance | Jun 14, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Two elderly people sitting on a bench looking at the sea
Concord Financial Alliance | Jun 14, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
Read More

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Concord Financial Alliance

2407 West Ash Street
Columbia, MO 65203

  • P | 573-445-7157
  • T | 888-733-8202
  • F | 573-445-6787
  • E | deb@concordfinancialalliance.com
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Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC, D. Kent Reid, Registered Representative. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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