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.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are common mistakes you can avoid when saving for retirement.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
A few strategies that may help you prepare for the cost of higher education.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
How federal estate taxes work, plus estate management documents and tactics.
What are your options for investing in emerging markets?
With alternative investments, it’s critical to sort through the complexity.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are three things to consider before dipping into retirement savings to pay for college.
Take a look at this 2017 Market Recap.