B.A. Schrock Financial Group

Trusts 101: Exploring Different Types and Their Benefits in Estate Planning

Learn all you need to know about trusts and estate planning in this informative guide

While we all hope to have many more years with our families and friends, having an estate plan in place is important for every adult – regardless of age. It’s the best way to ensure your wishes will be met, both for the disposition of your assets and the financial security of your loved ones. […]

Protecting Each Other: Insurance and Estate Planning for Couples

In the journey of life, finding a partner with whom you can share your dreams, challenges, and accomplishments is a remarkable and cherished experience. As a couple, you build a life together, nurturing a relationship that is grounded in love, trust, and mutual support. Just as you work together to build your future, it’s crucial […]

Creating and Maintaining Generational Wealth in Retirement

tips for creating generational wealth in retirement

In today’s fast-paced world, ensuring financial stability for future generations can be a daunting task. However, it is a common goal for retirees to create and maintain generational wealth in retirement. What better way to leave a legacy than to provide financial security? That’s why this article will provide valuable tips and insights to help […]

What Happens to Inherited Retirement Accounts?

What Happens to Inherited Retirement Accounts? BA Schrock

You may know plenty about the differences between traditional IRAs and Roth IRAs, as well as the risks to your IRAs in this market, but what happens to an IRA (or other retirement account) that still has money in it when its owner passes away? You may think that the beneficiary just gets all the […]

Ep 110: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 2)

We are back with Joel Cavanaugh, partner at Hanna Rasnick Evanchan Palmisano Hobson & Fox LLC, for this episode. Joel handles a wide array of cases in estate planning and has a wealth of knowledge to share with us today. In part one of this two-part episode, we got to know more about Joel and talked about the ins and outs of running a business. In part two, Joel will answer your estate planning questions.

Protecting and Passing Down Your Financial Legacy

Protecting and Passing Down Your Financial Legacy BA Schrock Financial Group

When it comes to passing on your wealth to your family, it is important to know the best ways to manage the process. An estimated 90% of wealthy families lose their wealth by the third generation, so if you are planning on leaving behind assets to your family, knowing the unique risks to the affluent […]

Passing an Inheritance to Your Children: 8 Important Considerations

Passing and Inheritance to Your Children

Choosing to Leave an Inheritance Can Impact Many Other Financial Planning Decisions If you have worked hard and planned properly, you may be well situated to leave an inheritance to your children. It can feel very meaningful to be able to provide a financial legacy for your loved ones, but it’s important to be practical, […]

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? 

What to Consider in Your Charitable Giving Plan

What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

Skip to content