Schwartz Planning Group

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.

09/03/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

08/27/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

08/20/2026

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

08/19/2026

One link. Everything SPG. Simple!

Check it out, share it, and save it for whenever you need us.

Through thoughtful wealth planning, we help people prepare for the future while making the most of what is important today.

08/13/2026

Let this be the year you put your refund to work in ways that pay off long term.

Make these savvy money moves with your refund today so you can treat yourself in the future.

08/06/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

08/05/2026

We believe informed clients make confident decisions and that is why we take time to explain every recommendation, answer all questions, and walk you through each step of the planning process. We are commited to making sure no client is left wondering "why?" or "what?"

Want to learn more about our process and approach? Reach out today to schedule an introductory call.

07/30/2026

Discover a way to help make your retirement assets more valuable with the IRA Maximization strategy

Advanced Planning Strategies Explained

07/26/2026

Today, we recognize National Disability Independence Day, commemorating the signing of the Americans with Disabilities Act (ADA) on July 26, 1990. The ADA was a landmark step toward expanding access, protecting civil rights, and creating greater opportunities for people with disabilities to live, work, and participate fully in their communities.

At Schwartz Planning Group, this day is especially meaningful. Our Strategic Assistant, Katie, volunteers as a puppy raiser for Canine Companions, helping prepare future service dogs that provide greater independence, confidence, and companionship to individuals with disabilities.

This day also serves as a reminder that planning for the unexpected is an important part of protecting your independence. While we hope it's never needed, disability insurance can help provide financial stability if an illness or injury prevents you from working. It's one of the most important, and often overlooked, ways to help protect your income and your financial future.

Today, we celebrate the progress made through the ADA, recognize the organizations and volunteers creating greater independence every day, and encourage everyone to take time to understand the protections, both personal and financial, that help us prepare for life's unexpected moments.