Matthew Schwartz built Schwartz Financial Services, Inc. on a solid foundation of excellent client service and in depth market knowledge.
Specializing in Investment Management, Retirement Income Planning, & Life Insurance, and with nearly two decades of investment and insurance experience, Matthew has been helping both families and business owners work towards pursuing their financial goals.
Please request a FREE initial, no-obligation Financial Consultation & Portfolio Review. House calls, evening, and weekend appointments are available.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Understanding the economy's cycles can help put current business conditions in better perspective.
Try these activities to keep your brain sharp.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
What does your home really cost?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What is your plan for health care during retirement?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Estate conservation is too important to put off. Do you have a smart exit strategy?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.