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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

Should I Buy or Lease an Auto?

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Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Student Loan Refinance Calculator

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

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The Half Million Dollar Baby

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The History of Currency

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Understanding the value of a home warranty.

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In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

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How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

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My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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

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Explore how compound interest can grow your money over time with this interactive tool.

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Get a snapshot of your overall financial picture by calculating your total net worth.

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Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

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Compare two different scenarios side by side to see how they stack up over time.

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This video explores what to do with retirement accounts when you move on from your job.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

When Markets React

When markets shift, experienced investors stick to their strategy.

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Here's a crash course on saving for college.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

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