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Calculators

You can review interesting calculators on my site.

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Videos

We have interesting videos for you to watch on my site.

I work with retiree's, lots of them, and I can assure you that their biggest fear is not knowing the correct amount to spend during retirement. Maybe you have similar concerns.

Instead of making investment choices based on overly simplistic projections or heat of the moment decision, I suggest an asset allocation calculated for actual withdrawal needs. 

Unlike a risk-based asset allocation, ultimately governed by emotional needs, folks working with Schad Advisory get a recommendation that's custom tailored and unique for their situation. 

Find out more about a revolutionary new way to manage portfolio's designed around the special needs of those who are retired already, and those who are preparing to do so. 

Learn more about The Retirement Machine.

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How Long Will Your Funds Last?

Use this calculator to estimate how much income and savings you may need in retirement.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck