Andrew Schantz
Financial Services Professional
Retirement isn't an end; it's a beginning. It's the beginning of waking on your own, traveling impulsively, and spending significant time with your significant other. It's also a time to start preparing for the future. After all, you've still got an entire lifetime ahead—one in which day-to-day demands are replaced by unlimited possibilities and infinite choices. It's all on you now, and on the resources you put in place. So now that you're retired, it's time to get to work.
2024 Forbes Top Financial Security Professional
Not an indication of future performance or any one client’s experience. See methodologies
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Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a “surprise” fund
Surprises happen, and they can get very expensive. Whether you have a Surprise fund already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks and ideas to help even the most beginner budgeter get started.
Should you combine your finances after getting married?
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 Things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime - it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.