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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 Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

 

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Annuity Comparison

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

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

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

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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