Andrew Schaetzke, CFP®

October 9, 2025

Financial Planning

Am I Eligible For Medicare & How Do I Enroll?

Andrew Schaetzke, CFP®

October 9, 2025

Financial Planning

Am I Eligible For Medicare & How Do I Enroll?

Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.

Andrew Schaetzke, CFP®

January 13, 2025

Financial Planning

Important Financial Planning Numbers For 2025

Andrew Schaetzke, CFP®

January 13, 2025

Financial Planning

To help you financially plan for 2025, we provide this resource with important numbers for the year.

Andrew Schaetzke, CFP®

November 21, 2023

Financial Planning

Important Financial Planning Numbers For 2024

Andrew Schaetzke, CFP®

November 21, 2023

Financial Planning

To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.

Andrew Schaetzke, CFP®

November 29, 2022

Financial Planning

Important Financial Planning Numbers For 2023

Andrew Schaetzke, CFP®

November 29, 2022

Financial Planning

To help you financially plan for 2023, we provide this resource with important numbers for the upcoming year.

Andrew Schaetzke, CFP®

November 10, 2022

Financial Planning

What Financial Issues Should You Consider Before Year-End?

Andrew Schaetzke, CFP®

November 10, 2022

Financial Planning

What Financial Issues Should You Consider Before Year-End?

To help you assess financial issues to consider for the rest of 2022, we provide this resource.

Andrew Schaetzke, CFP®

October 7, 2022

Financial Planning

Helping Your Parents Financially Prepare For The Future

Andrew Schaetzke, CFP®

October 7, 2022

Financial Planning

Helping Your Parents Financially Prepare For The Future

To help you assess ways that you can assist your parents with financial matters, we provide this resource.

Andrew Schaetzke, CFP®

July 28, 2022

Financial Planning

Should You Pay Off Your Mortgage Early?

Andrew Schaetzke, CFP®

July 28, 2022

Financial Planning

To help you figure out whether you should pay off your mortgage early, we provide this resource.

Andrew Schaetzke, CFP®

June 14, 2022

Financial Planning

Should You Use A Donor-Advised Fund?

Andrew Schaetzke, CFP®

June 14, 2022

Financial Planning

To help you figure out the best way for you to donate to the organizations you care about, we provide this resource.

Scott Savage

April 12, 2022

SJS News

MarketPlus Investing

Scott Savage

April 12, 2022

SJS News

Video on our MarketPlus Investing philosophy.

Andrew Schaetzke, CFP®

January 5, 2022

Financial Planning

How Your Finances May Change In 2022

Andrew Schaetzke, CFP®

January 5, 2022

Financial Planning

We detail changes to official federal legislation, proposed legislation, and other financial planning considerations that may impact you and your family in 2022.

Andrew Schaetzke, CFP®

December 9, 2021

Financial Planning

Saving For Emergencies

Andrew Schaetzke, CFP®

December 9, 2021

Financial Planning

Emergency savings can help you weather the toughest times, providing a cushion so that you can stay committed to your financial plan for the long-term.

Andrew Schaetzke, CFP®

November 22, 2021

Financial Planning

2022 IRS Changes - Retirement Plans and Social Security

Andrew Schaetzke, CFP®

November 22, 2021

Financial Planning

2022 IRS Changes - Retirement Plans and Social Security

To help you plan for 2022, we provide this information regarding limits, thresholds, and changes for retirement plans and Social Security.

Andrew Schaetzke, CFP®

November 12, 2021

Financial Planning

6 Tax-Saving Strategies For You And Your Portfolio

Andrew Schaetzke, CFP®

November 12, 2021

Financial Planning

6 Tax-Saving Strategies For You And Your Portfolio

For taxable investors, the following strategies may help you save money on taxes without lowering your potential investment returns.

Andrew Schaetzke, CFP®

September 16, 2021

Financial Planning

What Should You Consider When Moving Out Of State?

Andrew Schaetzke, CFP®

September 16, 2021

Financial Planning

What Should You Consider When Moving Out Of State?

To help you figure out what issues to consider if you move out of state, we provide this resource.

Andrew Schaetzke, CFP®

August 26, 2021

Financial Planning

What Accounts Should You Consider If You Want To Save More?

Andrew Schaetzke, CFP®

August 26, 2021

Financial Planning

What Accounts Should You Consider If You Want To Save More?

To help you figure out what accounts to use if you want to save more, we provide this resource.

Andrew Schaetzke, CFP®

July 30, 2021

Financial Planning

What Should You Consider If You Suddenly Receive Wealth?

Andrew Schaetzke, CFP®

July 30, 2021

Financial Planning

What Should You Consider If You Suddenly Receive Wealth?

To identify some considerations that may arise if you suddenly receive a large amount of wealth, we offer this guide.

Andrew Schaetzke, CFP®

June 17, 2021

Financial Planning

What Should You Consider When Reviewing Your Investments?

Andrew Schaetzke, CFP®

June 17, 2021

Financial Planning

What Should You Consider When Reviewing Your Investments?

To help you figure out what to consider when reviewing your investment plan, we provide this resource.

Andrew Schaetzke, CFP®

May 27, 2021

Financial Planning

How To Save More Money

Andrew Schaetzke, CFP®

May 27, 2021

Financial Planning

We provide this resource to help you determine ways to save and invest more in tax-efficient ways.

Andrew Schaetzke, CFP®

April 27, 2021

Financial Planning

How Would President Biden's Tax Plan Impact Your Finances?

Andrew Schaetzke, CFP®

April 27, 2021

Financial Planning

How Would President Biden's Tax Plan Impact Your Finances?

President Biden’s administration recently released details of a proposed tax plan. To help you determine how the proposed tax plan may impact your finances, we provide these resources.

Andrew Schaetzke, CFP®

March 4, 2021

Investing

Should You Convert Your IRA To A Roth IRA?

Andrew Schaetzke, CFP®

March 4, 2021

Investing

Should You Convert Your IRA To A Roth IRA?

Depending on individual circumstances, some people consider converting their Traditional IRA to a Roth IRA in an effort to increase longer-term after-tax returns.