News & Insights

Edward M. Burnett Earns Retirement Income Certified Professional® (RICP®) Designation

Posted on May 16th, 2016 in News by

Kenosha, WI – May 16th, 2016 – Edward M. Burnett, RICP®, with The Schaeffer Financial Group, LLC has earned the Retirement Income Certified Professional® (RICP®) professional designation from The American College, Bryn Mawr, PA. Candidates for the RICP® designation must complete a minimum of three college-level courses and are required to pass a series of…

The Schaeffer Group, LLC Welcomes New Partner, Bill Waddle

Posted on September 23rd, 2015 in News by

Personal Finance and Wealth Management Firm Continues Expansion Kenosha, Wisc. – The Schaeffer Group, LLC announced today that Bill Waddle has joined the firm and is now accepting new clients to support the firms growing efforts in personal finance and wealth management. Bill Waddle joined The Schaeffer Group, LLC as a licensed financial representative in…

The Dry Wood Pile

Posted on October 16th, 2014 in Stretching Your Income by

As we approach another winter in the upper Midwest, we are probably spending some time and consideration on how we can plan if we have another bitterly cold season; checking coats and boots, mittens and scarves for the kids, and of course having plenty of hot chocolate on hand! And if we do have another…

Back to School for Small Businesses

Posted on September 22nd, 2014 in Retiring by

With school back in session, now is a fantastic time for business owners to review some year-end “big-picture” strategies to help finish this year strong and also carry that momentum beyond December 31st. Financially speaking, here are 5 tips to consider: One: Review and inventory where your money is currently held.  Life is constantly changing…

Price Check

Posted on July 31st, 2014 in Stretching Your Income by

Think for a moment about the routine shopping trips you take to the store to purchase frequently needed items.  Perhaps you are loyal to your store and name brand and don’t even think about where to shop or which item to buy no matter the cost. What if we took a few moments to make…

The Power of Standing Your Ground on Your Investments

Posted on June 24th, 2014 in Retiring by

The target is 8 feet high and 24 feet wide. As the kicker hurls the ball at speeds near 125 miles per hour, the sole defender has about a quarter of a second to react – and to get it right! I’m talking about the penalty kick. With the World Cup in the spotlight this…

When is the right time to start saving for kids’ college?

Posted on June 10th, 2014 in Saving for College by

Recent observation: Parents start worrying about paying for their children’s higher education when they are in middle school or beyond.  Although there are still options at that time, ideally the best time to start is when they are infants.  The more time you have, the better you and other loved ones can prepare for college…

Be Cautious on Common 401(k) Mistakes

Posted on May 28th, 2014 in Retiring by

For many of you, the biggest pot of money you have invested is your 401(k). This News & Insights article is intended to help you think about your retirement accounts, and some common pitfalls to avoid. If you found a $100 bill on the sidewalk, would you just pass it by? No way! You would…

So, you earned a raise. Now what?

Posted on May 12th, 2014 in Retiring by

Congratulations if this question speaks directly to you.  There are in fact people out there in the world that are currently earning raises.  The times of pay freezes in some industries seems to be slowing. After you have earned a raise, you may ask yourself: What should I do now with the extra money?  This…

Why Buy Life Insurance For Your Kids?

Posted on January 10th, 2014 in Planning for the Future by

Prior to getting into the financial planning business, I really never understood the reasons – and importance of – life insurance for young people… Thankfully, most of you have never faced a serious illness with your child, and I pray that you never know how that feels. I would like to share a story with…