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
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
9 Facts About Social Security
There are things about Social Security that might surprise you.
What’s the deal with your yearly free credit report?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
In the face of divorce, making changes to insurance coverage may be overlooked.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are three things to consider before dipping into retirement savings to pay for college.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
With alternative investments, it’s critical to sort through the complexity.
What are your options for investing in emerging markets?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”