Schroeder Wealth Management
At Schroeder Wealth Management you will enjoy working with a team of professionals who are dedicated to your financial independence. As an independent firm offering fee-based services through LPL Financial, our sole focus is to construct comprehensive wealth management strategies tailored to your specific needs and desires.
The principal of Schroeder Wealth Management brings 28 years of wide-ranging experience in retirement and education planning, client portfolio design, charitable giving, foundation management, and 401k plan assistance to the current marketplace.
Although we recognize that there are challenges on the horizon, we at Schroeder Wealth Management look forward to the opportunities they create.
Don’t wait for your ship to come in…SWiM out to it.
Helpful Content
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Retirement Redefined
Around the country, attitudes about retirement are shifting.