Big Impact, Boutique Service
At Schwartz & Co., we have a distinguished history of serving our clients and helping them attain their financial goals. Driven by family values, we provide the investment expertise and customized service of boutique practices, with the resources, intellectual capital, and infrastructure of larger firms. We serve large institutions, individuals, families, and business owners, and we specialize in providing retirement plan consultative services and customized wealth management. Contact us today to learn more about our firm and how we can help you achieve your financial goals.View our Services
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Tax preparation may be the perfect time to give the household budget a check-up.
A collection of tips from professional travelers.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There’s an alarming difference between perception and reality for current and future retirees.
Even low inflation rates can pose a threat to investment returns.
Learn how to harness the power of compound interest for your investments.
A bucket plan can help you be better prepared for a comfortable retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What is your plan for health care during retirement?