Welcome to Schoen Financial Advisors
We Listen, We Educate, and We Plan. Most importantly, we connect with our clients. Once we have a clear understanding of where you are today and where you hope to go, we give you the tools you need to get there. We believe in using proven research and data to identify dependable strategies for long-term success. We can help you filter through the Wall Street noise and hype to find real results that match your unique investment style and objectives.
Whether you have a young family, are facing retirement, or own your own business, we pledge to give you more than you expect in a financial advisor — and be there for you through every step of your financial journey.
Find out more about what makes so many people choose Schoen Financial Advisors.
Your best financial plan must be inspired by you, your vision, your timeline, your investment style. We find out who you are and where you want to go.
We know our clients sleep better at night understanding the concepts, products and strategies we’re using.
Together with you, we build a custom roadmap — a unique financial plan that helps you see the target ahead and how to get there.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Learn about the risks of not having health insurance in this informative article.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What if instead of buying that vacation home, you invested the money?
Have you found yourself suddenly single? Here are 3 steps to take right now.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.