When you look ahead, where do you see yourself in five, ten, twenty years? Do you have plans for having a baby? Is there a big purchase down the road you’d like to pay in cash? Would you like to take that cruise with your loved one? Saving, investing and planning isn’t just for retirement. Our team of licensed financial professionals can sit down with you and show you how you could create a nice supplemental income or a savings fund for projects or vacations for your family.
Call and schedule an interview with one of our knowledgeable team members today!
The Schaeffer Group, LLC Welcomes New Partner, Bill Waddle
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...
Edward M. Burnett Earns Retirement Income Certified Professional® (RICP®) Designation
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...
Price Check
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...
Personal Finance and Wealth Management Firm Continues Expansion
Kenosha, Wisc. – The Schaeffer Financial Group, LLC announced today that Mark Salerno has joined the firm and is now accepting new clients to support the firms growing efforts in personal finance and wealth management. Mark Salerno joined The Schaeffer Financial Group, LLC as a licensed financial representative in June...
What is the single largest expense that you or I will ever have in our lives?
As a financial professional, I believe that an important element of my job is to help my clients think, and one of the best ways to help someone think is by asking questions. So oftentimes during client interviews I’ll ask that question, “What do you think is the single largest...
Why Buy Life Insurance For Your Kids?
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...
The Dry Wood Pile
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...
Kleutsch Family Named 2018 BGC Sports Family of the Year
Kristi Schaeffer-Kleutsch and her family were recently named Kenosha Boys and Girls Club Sports Family of the year! Kristi shows the same level of support, encouragement and teamwork in the office with her clients as she does after work with her aspiring athletes! Congratulations to Kristi and her whole family....
So, you earned a raise. Now what?
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...
The Power of Standing Your Ground on Your Investments
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...
Be Cautious on Common 401(k) Mistakes
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...
When is the right time to start saving for kids’ college?
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...
Back to School for Small Businesses
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...