S.R. Schill & Associates

03/20/2026

Planning for what’s next doesn’t have to feel overwhelming.

Join us this Saturday at Woodland Terrace for a Retirement Resource Fair, where you can connect with trusted local professionals (including us at S. R. Schill & Associates) and get your questions answered in a relaxed, welcoming setting.

📅 March 21 | 10 AM – 1 PM
Light refreshments provided!

We’d love to see you there! 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗛𝗲𝗿𝗲: https://form.jotform.com/Jim_Badgley/the-road-ahead-registration-form

10/16/2025

🎉 We’re celebrating 38 years of service, trust, and connection!

Since 1987, S. R. Schill & Associates has been guiding clients through every chapter of life — helping them make confident financial and longevity decisions.

You're always welcome to reach out to our SRSA family to learn more.

Thank you for being part of our story. 💙

05/07/2025

Watch the recorded webinar - "What Comes Next: A Holistic Look at Life After Work for GenX" - with S. R. Schill & Associates' Scott Schill, Shelley McIntyre, and Stephanie Patterson (a.k.a. The Lifestyle Medicine RN)

See Shelley McIntyre, Scott Schill, and Stephanie Patterson discuss What Comes Next for working GenX professionals!

04/11/2025

👥 One missing clause in your Power of Attorney could lead to major family conflict.

Scott Schill shares the overlooked provision that can make all the difference in preserving family harmony and ensuring your wishes are carried out smoothly.

🎥 Don’t miss this eye-opening video: https://youtu.be/k1Uy2Qk-GGE?si=YtQdvfiTL2beM3YM

Longevity Tip of the Quarter | Planning for Family Harmony in RetirementAt S. R. Schill & Associates, longevity planning goes beyond just financial security....

04/09/2025

📊 Want a more successful retirement? Lower your portfolio’s volatility.

You read that right. Even if it means accepting slightly lower returns, reducing volatility can actually improve your financial plan’s long-term success.

🎥 In this video, Len breaks down the numbers and the surprising truth behind why stability beats chasing big returns: https://youtu.be/XgIchGO0GLw?si=DiLD5NnYE9N03hP-

The Power of Planning | Why Reducing Volatility is Key to Retirement SuccessWhen it comes to retirement planning, many people believe that achieving the high...

04/07/2025

📉 Markets are rattled. Should you be too?

After President Trump’s recent tariff announcement, tech stocks took a hit—Amazon down 12.6%, Apple down 15.9%. Naturally, people are asking: Is my retirement plan safe?
Now is the perfect time to revisit your strategy and ensure it’s built to withstand uncertainty.
At S. R. Schill & Associates, we’ve helped clients weather all kinds of markets since 1987.
🎥 Watch our team discuss how diversification and strategy keep our clients confidently on track: https://youtu.be/LysWJzd5KWc?si=DVvj4bSGSrFpXuj5

Financial Fundamentals | The Power of Diversification in InvestingWelcome to Financial Fundamentals! In today’s video, we’re diving into one of the smartest ...

03/21/2025

*TOMORROW*
📈 Longevity literacy = financial security

A healthy 45-year-old woman has a 50% chance of living to 90 and a 20% chance of reaching 100. That means your retirement could last just as long as your career! Planning for longevity isn’t optional—it’s essential.

At Gen X Soul Spa on March 22nd, Scott Schill will share key insights on how to align your finances with a longer, more fulfilling life. Secure your future with a strategy that works for the long haul.

📍 Michael Florentino Cellars S**O, Seattle
📅 March 22 | 10 AM
🎟 Get your ticket: tinyurl.com/genxsoul

03/20/2025

A little behind-the-scenes of filming our 2nd Quarter 2025 Investment Committee Meeting videos... stay tuned!

03/19/2025

💡 Retirement isn’t just a distant concept—it’s an evolution of who you are. The key? Aligning financial success with well-being to create a future that truly fulfills you. 🌿✨

At , Stephanie Patterson and other expert speakers will give you the tools to design your next chapter with clarity, confidence, and purpose. Don’t leave your future to chance—shape it your way.

📍 Michael Florentino Cellars S**O, Seattle
📅 March 22 | 10 AM
🎟 Secure your spot: tinyurl.com/genxsoul

03/17/2025

🎭 Your third act may be the first one you truly get to design with intention—so why not make it the best one yet? 💡

Join Shelley McIntyre and other expert speakers at on March 22nd for a transformative half-day retreat focused on aligning your health, wealth, and purpose for a fulfilling future. The next chapter is yours to write! ✨

📍 Michael Florentino Cellars S**O, Seattle
📅 March 22 | 10 AM
🎟 Get your ticket: tinyurl.com/genxsoul

03/14/2025

💙 Self-care isn’t a luxury—it’s a necessity. When you take time to breathe, pause, and restore, you’re not just refilling your cup; you’re showing up stronger for yourself and those you love. 🌿

Join Stacey Doces and other expert speakers at on March 22nd for a day of mindfulness, wellness, and intention-setting. It’s time to invest in you.

📍 Michael Florentino Cellars S**O, Seattle
📅 March 22 | 10 AM
🎟 Save your spot: tinyurl.com/genxsoul