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Helping You Make Informed Choices Aligned with Your Values Passing an inheritance to your children is one of the most meaningful legacies you can leave, but it’s not a process to be taken lightly. At B.A. Schrock Financial Group, we know many people wonder how to pass an inheritance, and

Effective Methods for Sustaining Your Savings Retirement is a major milestone, marking the time to enjoy the rewards of your years of hard work. However, enjoying savings that last throughout your retirement requires a sustainable retirement income plan and smart retirement withdrawal planning. The manner and timing of your withdrawals

Protect Your Future with Multiple Retirement Income Streams and Savvy Strategies Retirement is an exciting time, yet it can also be full of anxiety – especially if you aren’t certain whether you’ll continue to have the income you need to live the lifestyle you desire. That’s why retirement income planning

How to Set Your Children on the Path to a Successful Financial Future As parents and guardians, we strive to equip our children with the tools they need to succeed in life. While we focus on imparting knowledge in various subjects, it is equally important to teach them about financial

When you’ve worked hard to grow your family’s wealth, it’s important to put measures in place to preserve your assets and further their reach to future generations. Preserving generational wealth is about more than just passing down financial assets, though. It’s about ensuring a lasting legacy that benefits your family

As you plan for retirement, it’s important to consider not only your desired lifestyle but also potential challenges that may arise, including the need for long-term care. Long-term care encompasses a range of services for individuals who have difficulty performing everyday tasks due to age, illness, or disability,