
Schooner Financial Associates
(800) 393-4995
(781) 421-3110
Newsletters
-
Sectors: Overweight, Underweight, or Just Right?
Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
-
Key Retirement and Tax Numbers for 2022
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.