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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The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
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HOT TOPIC: Trade Roundup: New Tariff Actions and Rates
This article explains newly implemented and upcoming tariffs and their potential economic impact.
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
