Our Classroom
We created Our Classroom because we feel it is vital that our clients have access to learn more about investment and planning. We encourage education because we know that the more you understand, the more comfortable you’ll be in the relationship we build.
Featured Blog Post
Important ‘Required Minimum Distribution’ Changes for 2024Our Outlook
What Retirement Plan Owners Need to Know About RMDs Going into the New Year The “Required Minimum Distribution” (RMD) for a retirement account are the rules that the IRS sets for how much a plan owner needs to withdraw in a given year. These rules are updated from time-to-time, and here are some important changes […]
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Important ‘Required Minimum Distribution’ Changes for 2024
Our Outlook
What Retirement Plan Owners Need to Know About RMDs Going into the New Year The “Required Minimum Distribution” (RMD) for a retirement account are the rules that the IRS sets for how much a plan owner needs to withdraw in a given year. These rules are updated from time-to-time, and here are some important changes […]
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SECURE Act 2.0: 3 Major Retirement-Related Changes that May Affect You
Our Outlook
Required Minimum Distributions, 401(k) Contributions & 529 Rollovers Legislation passed in late 2022, the SECURE Act 2.0, provided funding for the Federal government through September 30, 2023, and made some significant retirement-related changes. In this article, we’ll review three items that may affect you. 1. How the SECURE Act 2.0 Affects Required Minimum Distributions The […]
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Autumn Advice from a Financial Advisor
Our Outlook
As the Summer Settles Down, Review Our Family Financial Checklist If Memorial Day unofficially marks the beginning of summer, then Labor Day unofficially marks the end of summer, and the unofficial beginning of Autumn. This post from a financial advisor explores how Autumn’s arrival can be used as a time to re-organize and re-focus […]
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What the Retirement Calculator Doesn’t Tell You
Our Outlook
As You Near Retirement, It’s Time to Get Serious about Planning Are you considering retiring within the next five to 10 years? If so, retirement calculators you find online may leave you with more questions than answers. Schmitt Wealth Advisers can help you prepare a Goal Plan and work towards achieving it. A Retirement Calculator […]
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Investing in Stocks: Should I Put Everything in the Stock Market?
Our Outlook
Two Psychological Pitfalls that Keep Investors from Maximizing ROI What is a reasonable ROI an investor might expect for investments in publicly-traded financial markets? The news about investing in stocks fluctuates, so it can be challenging for an investor to answer this question. According to a 2020 treatise on investing by Roger Ibbotson and […]
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401(k) Advice: Do You Know How Your 401(k) is Invested?
Our Outlook
Two Questions to Answer When You Start a New Job Starting a new job is both an exciting and stressful time. You feel the excitement of beginning a new chapter and the possibilities for your career, and maybe some anxiety from the uncertainty that lies ahead. And you may benefit from some 401(k) advice. […]
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Financial Terms Glossary
Our Outlook
The world of financial terms can be a confusing one to navigate. In this blog, you’ll find a list of commonly used financial industry terms. At Schmitt Wealth Advisers, we don’t expect you to know all of these. Let us help you get the most out of your investments so you can focus on what […]
Are You On Track for Retirement?
