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There’s a lot of noise surrounding personal finance, and the newest trend or hottest advice is not necessarily the best choice for every individual. By working with a professional, clients may be able to better understand the best courses of action in regards to accounting, tax, and financial services.

At Schlosser, Fleming & Associates, Ltd. we address all aspects of your financial plan and develop solutions that address your needs comprehensively. Contact us today to get started.

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Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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Tax preparation may be the perfect time to give the household budget a check-up.

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.


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A quick look at how federal income taxes work.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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This questionnaire will help determine your tolerance for investment risk.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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There are some key concepts to understand when investing for retirement

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Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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Understanding the cycle of investing may help you avoid easy pitfalls.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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Agent Jane Bond is on the case, cracking the code on bonds.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Here are five facts about Social Security that might surprise you.

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