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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Richard and Cody Schweninger

Planning for the future can seem overwhelming and complicated. But working with a financial professional whether you're close to retirement or just starting out can help.

It all starts with a conversation to get to know you and learn more about your goals:

Where are you today?

We'll learn more about your current financial situation.

Where do you want to be tomorrow?

Then we'll discuss ways to meet your goals.

How can you get there?

Next, we put together a customized financial strategy based on your life and your needs.

Ready to get started?

You tell us how you'd like to move forward. And we'll help you kick-start your plan. 

As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Use this calculator to estimate how much income and savings you may need in retirement.

Use this calculator to determine whether you qualify for the different types of IRAs.

Estimate the future value of your current savings.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck