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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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Two Tax-Friendly Retirement Plans for the Self-Employed
Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.
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After the Loss of a Loved One, Watch Out for Scams
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
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An Umbrella Policy Offers Extra Liability Coverage
An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.
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HOT TOPIC: Data for Sale: Tips to Help Protect Your Private Information
Recent action by the Federal Trade Commission highlights the potential for abuse by online data brokers. This article offers some tips that might help consumers keep their private data private.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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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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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.