schaeffer_group_retiringThinking of retirement in the next 5-10 years? Or maybe you’re more than 10 years away but want to ensure a prosperous retirement through good planning.  We can help you think through financial scenarios, so you are in a better place to make educated decisions. We can share with you retirement options and plans available based on your desired age and income at retirement.   

Call and schedule an interview with one of our knowledgeable team members today!

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 expense that you or I…

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…

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…

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…