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Blog

Elderly person holding a stress ball
Bill Schmidt | Mar 11, 2024

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

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Bill Schmidt | Mar 11, 2024

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Couple walking in a field with the ocean in the background
Bill Schmidt | Mar 11, 2024

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Mount Dora FL 32757

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(352) 735-1611
877-the-1Ant
bill@financialplans.net

   

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Securities offered through LPL Financial, Member FINRA/SIPC. Schmidt Financial Resources is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

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