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THE CYCLE OF PERCEPTION HOW TO BURSTING

Wisdom is Essential

We believe wisdom is essential. We would like to share our favorite quote: “Knowledge is knowing a tomato is a fruit; wisdom is knowing not to put a tomato in a fruit salad.”

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We Listen

This is your life path. We listen to your thoughts, goals, and needs as we offer real-world insight and personalized advice to simplify the complexities of investing.

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Holistic

Holistic financial planning that provides a comprehensive solution to every aspect of your financial life as well as many non-financial elements.

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Serving as Your Trusted Partners for Comprehensive Financial Guidance

Wherever you are in life, it’s not uncommon to have concerns regarding your financial future and retirement. Even if you have a path in mind, you may not know how to reach your desired destination. At Schaecher Berend Wealth Management, we strive to serve as your trusted guide, offering objective recommendations, unbiased advice, and ongoing support as you travel along your path.

A key attribute to our success is our attention to the emotional component of financial planning. Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We have been helping clients achieve their financial goals for over 17 years; our comprehensive approach helps our clients:

  • Create & Grow Wealth
  • Protect & Preserve Wealth
  • Plan the Distribution of Wealth During Life & at Death in the Most Tax-Advantaged Way

We are committed to going above and beyond when it comes to managing your money and customer service. You can rely on us to:

  • Evaluate your financial objectives
  • Provide objective, customized solutions to your financial needs
  • Monitor your investments
  • Review your allocation of assets
  • Verify that your investments are achieving your objectives

Helpful Content

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

 

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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