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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

I work with retiree's, lots of them, and I can assure you that their biggest fear is not knowing the correct amount to spend during retirement. Maybe you have similar concerns.

Instead of making investment choices based on overly simplistic projections or heat of the moment decision, I suggest an asset allocation calculated for actual withdrawal needs. 

Unlike a risk-based asset allocation, ultimately governed by emotional needs, folks working with Schad Advisory get a recommendation that's custom tailored and unique for their situation. 

Find out more about a revolutionary new way to manage portfolio's designed around the special needs of those who are retired already, and those who are preparing to do so. 

Learn more about The Retirement Machine.

Shows how transfer-on-death designations help avoid probate costs.

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Outlines steps toward handling financial setbacks and emerging stronger.

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Explores how investment strategy changes once retirement begins.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Use this calculator to estimate how much income and savings you may need in retirement.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck