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
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
College Savings
See how much you may need to save now to cover future college costs for your child.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.