B.A. Schrock Financial Group
BA Schrock-Tax Planning 2024 Guide

2024 Tax Planning Guide

The tax code is notoriously complex, so, keep it basic when preparing your tax returns. Explore recommendations to help you prepare for this year’s tax season and brush up on fundamental tax terms.
Lazy Money Guide BA Schrock

Lazy Money Guide

Savings accounts, checking accounts, money markets, and CDs might seem like secure choices, but they often lead to disappointment. To combat “lazy money” and maximize your financial potential, consider incorporating Fixed Indexed Annuities (FIAs) into your portfolio. While the urge to safeguard your funds is natural, traditional options might yield meager returns in today’s low-interest-rate environment. FIAs offer a unique blend of principal protection and growth potential, potentially outperforming conventional choices while keeping your capital secure. Ready to enhance your financial strategy? 

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