Planning for your financial future is like fitting together a jigsaw puzzle - the complete picture can only emerge when all the pieces are securely set in place.
Schmocker Financial Services is here to work with you to put those pieces together.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Marriage changes everything, including your insurance needs.
Important items to consider when purchasing condo insurance.
Probate can be a completely public process, or it can be managed to include as little information as possible.
It sounds simple, but paying yourself first can really pay off.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
How federal estate taxes work, plus estate management documents and tactics.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
If you died, what would happen to your email archives, social profiles and online accounts?
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.