April Schoen, Financial Advisor

08/24/2026

🚨 Two days away!
Join me Wednesday, August 26 for my live webinar:
“How to Protect the Retirement You’ve Worked For” — 12 PM & 6 PM
I’ll cover:
✅ Your retirement paycheck — what happens to your income when life changes
✅ Your savings — why every dollar needs a job (liquidity, growth, tax flexibility)
✅ Your lifestyle & the people you care about — coverage, care costs, and legacy
Plus what I believe a coordinated plan should do about all of it.
🎯 Register now — link below.
5 Financial Risks in Retirement on Sep 23, 2026 12:00 PM EDT at:
https://attendee.gotowebinar.com/rt/5458428076409197152
5 Financial Risks in Retirement on Sep 23, 2026 6:00 PM EDT at:
https://attendee.gotowebinar.com/rt/4065824032063451738

08/17/2026

📉 Here’s something I’ve been talking about a lot lately: the retirement risks that don’t show up on a statement.
Inflation is the big one. Prices rising 3% a year doesn’t sound dramatic — but over a 20+ year retirement, it can quietly cut the buying power of a fixed income nearly in half.
Groceries, insurance, travel, healthcare — the cost of the life you’re planning for won’t stand still, even if your income does.
That’s why I build plans around income that can grow and flex over time — not just a number that looks comfortable on day one.
👇 Have you looked at what your retirement income will need to cover 15 years in — not just year one?

08/14/2026

You've met me- now meet the team that makes it all work.
Brian Schoen- Client Relationship Manger
Shannon Matthews- Client Relationship Manager
John Hund- Intern, Client Service Representative
Blake Schappert- Intern, Client Service Representative

When you work with us, you’re never working with just one person — every question has a whole team behind the answer.
🔔 Follow along — you’ll be seeing more of us here.

08/13/2026

Retirement planning can get complicated quickly.

There are a lot of decisions to make—Social Security, investments, taxes, income, pensions, Medicare—and a lot of information coming at you from different directions.

But good planning should make things feel clearer, not more confusing.

You should understand your options, know the trade-offs, and feel like you have a process for making the decisions that matter most for your retirement.

You don’t need to know everything. You just need to know what matters for you.



#8911936.1 EXP. 05/28

08/10/2026

Here’s what I’ll be sharing on this page:
🎥 Short videos
🖥️ Live webinars
📚 Easy to understand education on retirement income, Social Security, and taxes
Education first — my goal is to help you make decisions with clarity, whether or not we ever work together.
🔔 Follow the page so my next video shows up in your feed.

08/07/2026

I believe a good retirement plan should answer three questions:
💵 Where will my income come from?
🧾 How will it be taxed?
🔄 What happens when life changes?
In my experience, there’s no one-size-fits-all answer — the right plan is built around your numbers, not a rule of thumb.
👇 Which of those three questions can you answer today?

08/03/2026

👋 If you’re new here — welcome! I’m April Schoen.
I help people make the shift from saving for retirement to actually living off those savings — income, taxes, Social Security, and all the decisions in between.
Because after 15+ years of doing this, I can tell you: retirement planning is more than a portfolio balance. It’s knowing how your income, taxes, and timeline fit together.

02/05/2026

Had to jump on the bandwagon and have AI create a caricature of me…
Complete with my “support team” (two boys + a Boston Terrier). 🐾⚽️😄

12/02/2025

Your income is a tool. But without a plan, it’s easy to lose track of where it’s going—and how it’s helping you build wealth.

In this short video, I talk about how to align your cash flow with your actual goals (not just bills and guilt).

💡 If you're earning more but feeling stuck, start here.

Ever feel like money comes in the front door and goes right out the back?In this short clip, April shares how one client stopped the leak, found hidden cash...