Planning Today for Your Tomorrow
Why do you need wealth management advice? Because we believe in the saying that some of the best days of your life haven’t happened yet. Planning for your financial future means planning for the life you want to have and the legacy you want to leave.
It doesn't have to be an intimidating proposition. In fact, we want it to be pleasant. At Schexnayder Wealth Advisors, we set ourselves apart from other advisors by combining years of award-winning financial expertise with warmth and a sense of humor that actually make the planning process enjoyable. We pride ourselves on our long-term client relationships and on the fact that our business has grown thanks to referrals from satisfied clients. Our clients look forward to meeting with us as much as we look forward to meeting with them.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The History of Retirement
Do you know where the idea of “retirement” comes from?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
A few strategies that may help you prepare for the cost of higher education.
Six overlooked tax deductions to help manage your tax bill.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Why have the markets been so volatile recently?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How do the markets usually react to elections? Was the 2016 election any different?