Schwartz Planning Group

06/18/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

06/11/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

06/08/2026

Celebrate Pride! We are happy to celebrate all members LGBTQ+ community. From the rich history to our friends, family, and neighbors now, to the future.

At Schwartz Planning Group, our commitment to inclusion extends beyond June. Throughout the year, team members strive to learn through education, support organizations serving LGBTQ+ youth, and help foster communities where everyone feels welcomed, respected, and valued.

We hope you are celebrating this year and continuing the spirit throughout the year.

06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

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.