Schroeder Wealth Advisors

09/01/2026

SAVE THE DATE! 📅

We’re excited to announce our 2026 Day of Service with Montgomery County Food Bank!

Mark your calendars for October 23rd at 1:00 PM and join us as we come together to give back to our community and make a difference.

More information is coming soon, including details on how to register to join us!

We hope to see you there! 💙

08/28/2026

Use this checklist to build a realistic estimate of the total cost of attending college:

✅ Estimate room and board (on-campus or off-campus housing).
✅ Budget for books, supplies, and technology (laptop, software, etc.).
✅ Include transportation costs (gas, flights, parking, public transit).
✅ Account for personal and miscellaneous expenses.
✅ Consider health insurance and medical costs, if applicable.
✅ Factor in annual increases in college costs due to inflation.
✅ Subtract expected scholarships, grants, and financial aid.
✅ Estimate your family's out-of-pocket contribution.
✅ Develop a savings and funding plan to cover any remaining costs.

https://www.schroederwealthadvisors.com/resource-center/investment/estimating-the-cost-of-college

08/21/2026

Financial aid helps students pay for college through grants, scholarships, work-study programs, and student loans. The first step is completing the FAFSA (Free Application for Federal Student Aid), which determines eligibility for federal, state, and some school-based aid. Grants and scholarships generally do not need to be repaid, while loans must be repaid with interest. Students should apply early, compare aid offers from different schools, and borrow only what is necessary. Understanding financial aid options can help families reduce out-of-pocket college costs and make more informed education funding decisions
https://www.schroederwealthadvisors.com/resource-center/lifestyle/financial-aid-for-students-101

08/14/2026

Managing student loan debt starts with understanding your loans and choosing a repayment strategy that fits your financial situation. Prioritize higher-interest debt, make extra payments when possible, explore refinancing or federal repayment options if appropriate, and take advantage of employer benefits or loan forgiveness programs when eligible. By staying organized and making consistent payments, you can reduce debt while continuing to work toward other long-term financial goals, such as saving for retirement and building wealth.

https://www.schroederwealthadvisors.com/resource-center/money/strategies-for-managing-student-loan-debt

08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

08/11/2026

Nothing brings people together quite like a little friendly competition and great company! 🎯
Our 2026 Client Shooting Event was the perfect mix of fun, friendly competition, and plenty of laughs. From the best shots to the best memories, we had a great time spending the afternoon with our clients and friends!

Here’s a look at some of the highlights from a day we won’t soon forget. 📸

Who’s ready for the next one? 🎯

08/07/2026

Sending a child to college is an exciting milestone that brings new opportunities, independence, and personal growth for both students and parents. While it can be an emotional transition, thoughtful planning can help make the experience rewarding and less stressful.
https://www.schroederwealthadvisors.com/resource-center/lifestyle/a-cheat-sheet-for-sending-your-kid-to-college

07/31/2026

Retirement rarely unfolds exactly as planned, and some of the most common assumptions can lead to unexpected surprises. From spending patterns to retirement timing, understanding the gap between expectations and reality is key to building a more resilient strategy. Here are a few insights to help you better prepare for what retirement may truly look like.

https://www.schroederwealthadvisors.com/resource-center/retirement/9-facts-about-retirement

07/30/2026

Happy National Intern Day! 🎉
Today we're celebrating Emma and the contributions she made during her time with our team this year.
From helping behind the scenes to jumping in wherever needed, Emma brought a positive attitude, a willingness to learn, and a strong work ethic to everything she did. We are grateful for the opportunity to have worked alongside her over the last few months.
As she heads off to college, we want to thank her for all of her hard work and wish her nothing but success in this exciting next chapter. We can't wait to see all that she accomplishes!
Good luck, Emma — we're cheering you on! 🎓✨

07/24/2026

A letter of instruction can be a simple but powerful addition to your estate plan. While it is not a legal document, it can help your loved ones by outlining where important documents are kept, who to contact, and what funeral or burial wishes you would like followed. It’s a practical way to share personal details that may not belong in your will but still matter greatly to your family. Taking the time to prepare one can make a difficult time a little easier for those you leave behind.

https://www.schroederwealthadvisors.com/resource-center/estate/put-it-in-a-letter