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.
“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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
If you find it hard to attain personal life goals, there’s an app for that!
For homeowners who think their property taxes are too high, there are ways to appeal.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
One way to find money is to examine your current spending habits and eliminate money wasters.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
How to help determine life insurance needs to provide for your family after you pass away.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
$1 million in a diversified portfolio could help finance part of your retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.
Understanding the cycle of investing may help you avoid easy pitfalls.
When do you need a will? The answer is easy: Right Now.
Here’s a crash course on saving for college.
How do the markets usually react to elections? Was the 2016 election any different?