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.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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
The importance of life insurance, how it works, and how much coverage you need.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Understanding the cycle of investing may help you avoid easy pitfalls.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.