Aligning Your Financial Plan with Your Life Priorities in Retirement
Retirement isn’t just a financial milestone—it’s a new chapter that gives you the chance to shape your time and choices around what matters most. That’s why it’s important to align your financial plan with life priorities, rather than centering it only on numbers or industry benchmarks. Whether your goals include travel, family time, volunteering, or simplifying your lifestyle, a thoughtful and personal approach to planning can help you live in alignment with your values throughout retirement.
Building a Personalized Financial Strategy That Reflects Your Goals
Financial planning is not one-size-fits-all. Your financial journey is unique, shaped by your career, lifestyle, aspirations, and long-term goals. A personalized financial strategy for long-term goals helps create a roadmap tailored to your specific needs, addressing wealth management, tax considerations, and investment strategies in a way that aligns with your vision. At B.A. Schrock Financial Group, we focus on creating individualized financial strategies that balance financial growth with protection from risks. Our approach means that each client receives a structured plan tailored to their situation, allowing them to navigate financial decisions with confidence.
Life Transitions and Your Finances: 5 Times to Update Your Financial Plan
Important Life Events Require You to Reevaluate Your Financial Strategies If there’s one certainty in life, it’s that change is constant. Life is full of transitions—some expected, some unforeseen—and many of these changes can have a significant impact on your financial situation. At B.A. Schrock Financial Group, we recognize how crucial it is to incorporate life transitions and financial planning to make sure your plan stays relevant as your needs evolve. Keeping your financial plan updated during these pivotal moments helps it continue to reflect your goals at every phase. Below, we’ll explore five key life events that should […]
The Ultimate Guide to Conducting Your Financial Health Check-up
Step-by-Step Checklist for Evaluating Your Financial Wellness Any time of the year is a great opportunity to give your finances a check-up. Think of it as an annual financial review—it’s your chance to take a close look at where you stand, set new goals, and plan for what’s ahead. In this article, we’ve put together a simple, practical financial health check-up guide with an annual financial review checklist to help you cover all the important aspects of your financial life. It’s an easy way to stay on top of your financial game!
The Social Security Fairness Act: What It Means For You
As we approach the end of the year, it’s the perfect time to talk about some year-end planning strategies. Last episode, we focused on updates regarding Social Security, and today, we’ll shift our focus to year-end planning from a tax perspective.
Year-End Planning Part 2: 2025 Tax Planning Strategies
As we approach the end of the year, it’s the perfect time to talk about some year-end planning strategies. Last episode, we focused on updates regarding Social Security, and today, we’ll shift our focus to year-end planning from a tax perspective.
Interviewing Financial Advisors: 10 Key Questions to Ask
Find a Professional to Help You Achieve Your Goals: Interviewing Financial Advisors Selecting a financial advisor is an important decision when working toward your financial goals. Similar to choosing a doctor or lawyer, it’s vital to find an advisor whose approach aligns with your needs and values. Interviewing financial advisors allows you to gather insights, evaluate compatibility, and make a well-informed choice. In this guide, we’ll cover key questions to ask during the interview process to help you find the right advisor for your unique financial situation.
Financial Transparency: Long-Term Financial Planning Tips for Couples
Financial Planning Tips for Couples: Build a Stronger Financial Future – Together Openness is key to a strong and thriving relationship, especially when it comes to finances. When couples are transparent about their financial status, goals, and future plans, they build trust and foster better communication, both in their relationship and in their long-term financial planning. If you’re unsure how to approach money matters with your partner, this guide will highlight the importance of financial transparency and offer valuable financial planning tips for couples.
What’s Driving Market Volatility This Summer? With Keith Lockwood
In this episode of Unlocking Your Financial Future, Ben is joined by Chief Investment Officer, Keith Lockwood. He’s here to help dive into some of the market volatility we have seen lately and what it could mean for your investments.
Updates From The Annual Social Security Trustees Report (Part 2)
In today’s episode, we’re going to share some updates from the annual Social Security Trustees Report. With Social Security serving as a cornerstone for countless retirees, understanding its current state and future projections is important. Listen in as Ben highlights the key takeaways from the 277-page report that you need to know about.