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B.A. Schrock Financial Group

Tag: social security

Exploring Retirement Income Sources: Beyond Social Security and Pensions

Knowing the retirement income sources available to you can help you plan for a sustainable financial future

When you consider your future retirement, are you simultaneously excited and terrified? If so, know that it’s normal! Retirement is a chapter of life that presents exciting opportunities, of course, but many retirees worry about running out of money in their golden years, too. Careful financial planning is essential and, while Social Security and pensions […]

Ep 101: End of the Year Planning Pt. 2

On today’s show, we will be discussing end-of-the-year planning with one of our Financial Advisors, Dan Oaklief, RICP®, CPFA. Our last episode touched on the current and future markets, and today we want to look at what you should consider as a retiree at the end of the year.

How do you want to Retire?

Discover how you can unlock your financial future by scheduling a quick 15-minute introduction call with us today. Let’s explore personalized strategies that can help pave the way to your financial success.

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Or give us a call at 330.473.1060

B.A. Schrock Financial Group
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Investment Advisor Representatives offer advisory services through B.A. Schrock Wealth Management, Inc. (BASWM), a registered investment advisor. Insurance is offered through B.A. Schrock Financial Group, Inc. (BASFG), an insurance company. BASWM and BASFG are affiliated and share common ownership.

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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? 

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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.

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