Schwartz Planning Group

10/15/2026

People make sure to have insurance to protect their homes, cars, and other physical assets in case of an emergency. But do you have protection for your future income? What would happen if you got sick or injured and had to stop working? This is where

Help protect your income with disability insurance if illness or injury keeps you from working.

10/08/2026

You could really use a vacation to relax and recharge, but the idea of paying for it all has you putting your plans on hold. Check out these simple budgeting tips and start planning your getaway now.

Feeling stressed? A vacation might be just what you need. Here are some simple steps you can take to help make it affordable.

10/01/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

09/28/2026

At Schwartz Planning Group, we believe financial planning isn't just about numbers. It's about making room for the things that make life good: time with family, travel, hobbies, and the moments you don't want to miss.

So what brings Mike joy? Family time, a great night of live music, and supporting the communities around us.

We'd love to get to know you, too! Drop a comment and tell us one thing that brings you joy, or send us a message to connect. We are always here to connect with you and those you care about.

Learn more and connect with us today. https://linktr.ee/SchwartzPlanning

09/24/2026

Identity theft is becoming more common every day. Here’s what to do if it happens to you, along with some ways to make it harder for fraudsters to steal your identity and credit

Here’s what to do if you fall victim to identity theft and tips for making it harder for fraudsters to steal your good name

09/17/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

09/11/2026

Twenty-five years ago today, everything changed. We remember the lives lost and the heroes who ran toward the danger. Today, we say a quiet thank you to the first responders and hold those who lost loved ones in our hearts. We will never forget.

09/10/2026

Thinking of volunteering in retirement? Some considerations.

09/07/2026

Happy Labor Day!

Our offices will be closed today, Monday, September 7th as we recognize and appreciate the hard work of the builders, creators, and doers across the nation.

09/03/2026

This Labor Day weekend, Phish fans will gather together for more than shows. The 11th Annual Runaway Open charity golf tournament is a day full of golf while raising funds to support music education. We’re honored to support an event that brings together music, community, and a great cause.

We encourage you to learn more about the work of the Mockingbird Foundation. Supporting the communities and causes our clients care about is an important part of our work. If you’d like to learn more about Schwartz Planning Group and how we help individuals and families plan for their futures, we’d be happy to connect.