LongSchaefer & Company

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Building Your Legacy

A four-step framework for building a personal legacy.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Family Conversations on Retirement, Legacy, and Finances

Practical guidance for discussing retirement plans, support, and financial values with family before transitions occur.

Building a Practice That Evolves

Financial guidance is evolving, presenting new opportunities for growth and innovation. Unlock new opportunities!

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

6 Smart Money Habits for Building Long-Term Wealth

Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.

How Families Can Build a Financially Informed Legacy

How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

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Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.