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16th Ave & HWY 146 North
PO Box 502
Grinnell, IA 50112

Jeffrey A. Schwarck

641-236-4764

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

I provide financial services and investment planning to individuals and businesses.

No matter where you are financially, it’s important that you are taking steps to actively address the issues that managing wealth presents. I have found that there are 8 Wealth Management Issues that are most important to my clients and their families. Each of these issues is interrelated and acts like a balancing scale. If you make an adjustment to one issue, it affects the others. It is critical that you have one Advisor who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate advice and recommendations. I will work with you to create an action plan that addresses these issues as you see fit.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Helpful Content

Retirement Realities

Retirement Realities

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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

How Boomers and Millennials Differ

How Boomers and Millennials Differ

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Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

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Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

College Savings

See how much you may need to save now to cover future college costs for your child.

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Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

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Estimate how much home may fit within your budget based on income and expenses.

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Calculate the dividend yield of a holding and see what that means for income over time.

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See how long a lump sum of savings could last based on your withdrawal rate and return.

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The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Jane Bond: Scaling the Ladder

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Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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