Welcome to the Schroeder Financial Services website, here you will find a wealth of information in the form of newsletter articles, calculators, and research reports.
I'm Greg Schroeder and together with my assistant, Melody Gressick, we hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
We have created this website to help you gain a better understanding of the financial concepts behind investing, retirement planning, financial planning, estate planning, wealth management, and insurance planning. Most importantly, we hope you will see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you
about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often.
** Be sure to add our site to your list of "favorites" in your internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Newsletters
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Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
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Fine-Tuning with Sector Funds
The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
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Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Lease Payment
How much would your monthly lease payment be?
