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
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Five phases to changing unhealthy behaviors.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
An increasing number have been developed to help individuals with their personal finances.
It's important to understand the pros and cons when considering a prepaid debit card.
This checklist can give you a quick snapshot of how prepared you are.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here’s a quick guide to checking to see if you have unclaimed money.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
$1 million in a diversified portfolio could help finance part of your retirement.