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
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
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 Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Beware of these traps that could upend your retirement.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement 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 some smart strategies that may help you pursue your investment objectives
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How do the markets usually react to elections? Was the 2016 election any different?
Pundits say a lot of things about the markets. Let's see if you can keep up.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.