Acting as Your Steward and Source of Guidance
Schmidt Financial Resources, Inc. is a full-service, highly tactical and strategic boutique wealth management firm. We are supported by a team of experienced advisors with the same mission: use enduring principles to help individuals plan for retirement.
Our goal is to go beyond the service level of the typical wealth management firm and serve as a trusted guide that individuals, families, and business owners can rely on for unbiased recommendations and a value-based investment approach. Contact my office today to learn more about how value-based financial planning can serve your unique financial needs.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
For homeowners who think their property taxes are too high, there are ways to appeal.
The item most homeowners forget on their home improvement project checklist is insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
When do you need a will? The answer is easy: Right Now.
Here is a quick history of the Federal Reserve and an overview of what it does.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Estate conservation is too important to put off. Do you have a smart exit strategy?