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.”Learn More
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.Learn More
Holistic financial planning that provides a comprehensive solution to every aspect of your financial life as well as many non-financial elements.Learn More
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
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The uncertainties we face in retirement can erode our sense of confidence.
Good employee health can be great for the company’s bottom line.
It may help your business be better prepared in the event of the death of a principal or key employee.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Military families face unique challenges, making personal finance even more critical.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When do you need a will? The answer is easy: Right Now.
Do you have causes that you want to support with donations? Here are three tips.
Estate conservation is too important to put off. Do you have a smart exit strategy?
How does your ideal retirement differ from reality, and what can we do to better align the two?
There are three things to consider before dipping into retirement savings to pay for college.