Schwartz Planning Group

06/04/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

06/01/2026

This is a great question and one that comes up over and over as kids grow up. What is appropriate to bring up? When do they need to learn more? Should they have their own accounts and plans?

Money grows and changes with all of us—both kids and adults.

With kids it goes from lemonade stand money stashed throughout the house to opening first checking accounts. Topics center around saving, spending, and learning simple habits. Over time, those lessons build the foundation for bigger decisions.

For adults, those decisions evolve into managing careers, families, and long-term goals like retirement and legacy.

At every stage, the goal is the same—building confidence, staying organized, and making thoughtful choices along the way.

05/28/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

05/27/2026

Summer isn’t always about trips and sunshine—it can also be the perfect time to tackle that big project at home.

If you’re wondering whether now is the right time, how it fits into your cash flow, or what you can comfortably afford, we’re here to help you think it through and examine options.

Reach out anytime—we’re happy to walk through it with you.

05/26/2026

The holidays can put a strain on your finances. Here’s how to help make gift-giving less stressful

Stressed about the cost of gift-giving? You’re not alone. Here are some tips on how to be a savvier gift-giver.

05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

05/21/2026

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

05/20/2026

At Schwartz Planning Group, we have solutions and plans designed for so many of life’s moments—big and small.

From building wealth and growing your career, to preparing for retirement and protecting your family, we’re here to help you stay organized and confident every step of the way.

Take a look for what may help you—and if someone comes to mind, feel free to share with friends and family or reach out anytime. We’re always happy to connect.

At Schwartz Planning Group, we offer a clear path towards a comfortable retirement, a diversified portfolio, and protection for what matters most. Our straightforward approach ensures honest answers without industry jargon, making money management uncomplicated and approachable.

05/19/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

05/18/2026

At Schwartz Planning Group, we believe strong communities are built through connection, support, and investing in the future ... plus a little golf and pickleball!