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.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Is your estate in order? This short quiz may help you assess your overall strategy.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Use this handy calendar to remember the year’s most important financial dates.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Probate can be a completely public process, or it can be managed to include as little information as possible.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn about what risk tolerance really means in this helpful and insightful video.
Here’s a crash course on saving for college.
What if instead of buying that vacation home, you invested the money?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What are your options for investing in emerging markets?
In the world of finance, the effects of the "confidence gap" can be especially apparent.