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Our approach is simple; provide straightforward, direct, unbiased financial advice in a clearly defined fee-based environment. We are not commission based and believe clearly defined fees allows the investor to assess if they are receiving value for our services.
Before you leave this site, be sure to scroll to our "Resources" tab and view articles and videos about important financial topics. We hope you will discover new ideas and strategies that you can add to your financial toolbox.
If you have investable assets of at least $250,000, we welcome a conversation.
Thanks for your visit.
--Ben Schneider
Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity.
Newsletters
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Do You Have a Tax-Smart Withdrawal Strategy?
Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.
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Net Price Calculators Help Gauge College Affordability
Did you know a net price calculator can help measure a college’s true cost? Discover how it provides an estimate of how much grant aid a student might expect.
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Don’t Let Debt Derail Your Retirement
This article looks at high debt levels among older Americans and why it’s important to analyze and address debt before retirement.
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HOT TOPIC: The Fed Pivots to Fight Inflation
This article looks at the strategy behind the Fed’s monetary policy shift and the potential consequences for consumers, investors, and the economy.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Lease Payment
How much would your monthly lease payment be?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.