Tim Scherwa Financial Advisor

10/05/2026

You face sequence of returns risk. Know what it is?

10/02/2026

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

09/30/2026

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

09/28/2026

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

Understanding the economy's cycles can help put current business conditions in better perspective.

09/25/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

09/23/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

09/21/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

09/18/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

09/16/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

09/14/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.