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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.

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Open enrollment is your chance to make every benefit count.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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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