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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.

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Reviews annual enrollment dates and options for Medicare participants.

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Shows how transfer-on-death designations help avoid probate costs.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Use this calculator to determine whether you qualify for the different types of IRAs.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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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