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Quote by Charles Schad about retirement spending with stacked stones

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

I work with retiree's, lots of them, and I can assure you that their biggest fear is not knowing the correct amount to spend during retirement. Maybe you have similar concerns.

Instead of making investment choices based on overly simplistic projections or heat of the moment decision, I suggest an asset allocation calculated for actual withdrawal needs. 

Unlike a risk-based asset allocation, ultimately governed by emotional needs, folks working with Schad Advisory get a recommendation that's custom tailored and unique for their situation. 

Find out more about a revolutionary new way to manage portfolio's designed around the special needs of those who are retired already, and those who are preparing to do so. 

Learn more about The Retirement Machine.

Health savings accounts help manage short- and long-term health-care costs, while offering significant tax advantages.

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In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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While ghost tapping sounds like something out of a scary movie, its a scam that can have very real consequences.

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Moving to a new state may have tax consequences that can follow you long after you settle in.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck