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
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
View all articles 
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
View all calculators 
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Rightsizing for Retirement
What does your home really cost?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.