Publications | Schneider Wealth Strategies

Do you have a lost 401(k)? A new federal database will help you track it down.

Marketwatch.com- December 3, 2024 This article discusses what to do with an old 401(k) plan when you leave an employer and a new federal registry designed to help people track...

4 Reasons Why Retirees Should Still Be Checking Their Credit Report

AARP.org – October 21, 2024 This article by AARP stresses the importance of seniors being vigilant about monitoring their credit. In it, David A. Schneider states, “It’s...

He Owns The Home. She Pays Half The Mortgage. Is That Fair?

Financial Planning Magazine, July 3, 2024 Financial Planning Magazine recently asked advisors to answer a reader's question about the fairness of a scenario in which a...

Social Security is not enough: How to set up alternative retirement income

Bankrate.com - January 20, 2024 In this article about retirement income, David A. Schneider states, “Many people can benefit from waiting until 70 to collect Social...

Falling behind on retirement savings? 4 steps to get back on track in 2024

MarketWatch.com - December 30, 2023 This MarketWatch article discusses planning strategies for people approaching retirement. In the article, David Schneider states, “Make...

If you’re at or near retirement, you might want to consider an IRA CD while interest rates are up

Fortune- July 31, 2023 This article discusses the pros and cons of owning bank CDs in an IRA. In the article, David Schneider points out...

Direct indexing gains appeal as taxable losses mount

Investment News – June 20, 2022 This Investment News article weighed the pros and cons of direct indexing, a strategy that uses individual stocks instead of ETFs and...

May FOMC Minutes: Big Rate Hikes On Tap At June And July Fed Meetings

Forbes.com – May 25, 2022 This Forbes article discusses the Federal Reserve, interest rates and the risk of a recession. In it, David Schneider...

One surprising thing people think is a dealbreaker to getting a home equity loan or HELOC

Marketwatch.com – January 19, 2022 This article discusses HELOCs and how to get the best rate on them. In the article, David Schneider states that...

Some HELOC rates now start below 3%. Tempting, but is a home equity line of credit right for you?

Marketwatch.com – September 8, 2021 This article outlines the benefits and risks of home equity lines of credit. In the article, David Schneider...

When Clients Resist Owning Global Stocks, Advisors Build Their Case

Investor’s Business Daily- May 7, 2021 Investor’s Business Daily recently asks David A. Schneider about international investments. In the article, he pointed out that...

5 Smart Reasons To Refinance Your Mortgage Right Now

Realtor.com- April 26, 2021 This article talks about 5 good reasons to refinance a mortgage. In it David Schneider points out that savings from a refinance can be used to...

What Janet Yellen’s appointment as US Treasury Secretary would mean for markets

Business Insider – November 28, 2020 Business Insider recently asked David A. Schneider what Janet Yellen’s appointment as US Treasury Secretary would mean for markets....

Single and Planning for Retirement? Here Are 4 Key Things to Do.

Barron’s – August 8, 2020 In this article, which considers retirement planning strategies for singles, David Schneider advises that protecting income via disability...

How to use your stimulus check to invest for the future

Acorns – April 17, 2020 In this article, which talks about what to do with a stimulus check, David Schneider advises, “If you need the money soon, keep...

Retirement Savers Benefit From Changes to 401(k)s

U.S. News & World Report – March 13, 2020 This article discusses the SECURE ACT. In it, David Schneider explains that the SECURE ACT “is considered the...

Advisors Wave Red Flag When Clients Act Against Their Best Interest

Investor’s Business Daily – December 6, 2019 This article discusses scenarios in which advisory clients may want to do something their advisor thinks is...

7 Reasons Why You Shouldn’t Buy an IPO

U.S. News & World Report – August 8, 2019 This article explains why most investors should probably ignore IPOs. In the article David Schneider explains...

Retirement is coming. Here’s how to compound your wealth fast

CNBC – May 22, 2019 In this CNBC article David Schneider clarifies that the real key to successful investing is avoiding mistakes such as failing to...

These people in their 30s are doing a simple thing to get rich.

CNBC – May 13, 2019 David Schneider recently appeared in a CNBC report on investing in your 30s....

Here’s what it takes to become a 401(k) millionaire at any age

CNBC – May 1, 2019 David Schneider was recently featured in a CNBC article on saving for retirement. When...

6 Money Moves to Make if You’re Worried About a Recession

Consumer Reports – January 15, 2019 David Schneider was recently featured in a Consumer Reports article on 6 Money Moves to Make if You’re Worried About a Recession....

Retirees Should Plan before Renting

Dispatch Argus- September 19, 2018 David Schneider appeared in article that discusses the strategy of selling your home and downsizing to a rental in retirement. In the...

Year-End Moves to Protect Your Investment Portfolio

Consumer Reports – November 12, 2018 David Schneider was recently featured in a Consumer Reports article on Year-End Moves to Protect Your Investment Portfolio....

5 Reasons You Might Not Need an Annuity

U.S. News & World Report – June 7, 2018 This article explains why many investors don’t need to own annuities. In it, David Schneider points...

3 Investing Moves That Can Complicate Retirement

U.S. News & World Report – December 1, 2017 This article reminds investors that instead of trying to time an unpredictable market, experts...

How to Say ‘Yes’ to Investing Risk

U.S. News & World Report – November 24, 2017 This article discusses investment risk. In it David Schneider points out that “investing is about...

Investors: 4 Smart Stock Moves to Make Now

Money Magazine – June 28, 2017 This article talks about how investors should view the stock market eight years into a bull market. Because rising markets...

4 Mistakes That Can Derail Your Early Retirement

U.S. News & World Report and Yahoo Finance – April 28, 2017 This article discusses 4 mistakes that can hamper retirement security. In it,...