Broker Check

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

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Retiring Earlier Than Expected? What To Know

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

 

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Enjoying Retirement While Staying Aligned with Your Plan

After saving for years, it's time to build confidence to spend. Learn to enjoy retirement without second-guessing purchases.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

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The Power of Interest - How Long Will it take My Money to Do

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

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Surprises

Making the most of surprises is a great reason to work with us.

Retirement Accounts When You Change Your Job

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

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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