Jared Schumacker

Jared Schumacker

Share

Many organizations offer strong benefits, yet employees still feel financially overwhelmed. Those questions often land on already-busy HR teams.

Financial Advisor for Small Business Owners, HR Leaders & Their Trusted Advisors | Employee Financial Wellness, Executive Benefits & Business Succession Planning | Retain Talent, Protect Wealth & Build Business Value I’m a Financial Advisor at Third Coast Advisors helping small and midsize business owners, human resources (HR) leaders, executives, and employees connect workplace benefits, personal

Dog Bites and Homeowners Insurance 08/07/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Dog Bites and Homeowners Insurance Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Four Steps to Valuing an Estate 08/04/2026

There are four basic steps to calculating the value of an estate.

Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Updating your insurance after divorce 07/31/2026

Divorce can be a stressful time in your life, but taking steps to protect your financial future can help increase your happiness and set you up for a more confident next chapter.

Updating your insurance after divorce If you are going through a divorce, here are some steps to take to help ensure that you’re properly protected by insurance. 

Why six figures might not mean what it used to 07/28/2026

Hitting six figures used to feel like “making it.” But with rising costs and shifting priorities, many earners are finding that their money doesn’t go nearly as far as they expected. The six figure success story is changing — fast.

Why six figures might not mean what it used to Rising costs are making six figures less of a success benchmark. Learn why income alone might not tell the full story.

4 Elements of an Estate Strategy 07/24/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video.

5 financial tips for gig workers 07/21/2026

Gig work gives you more freedom, plus you’re your own boss, but it can also make you feel less financially secure. Here’s how to enjoy the benefits while also protecting your financial stability.

5 financial tips for gig workers Tips to help you enjoy the freedoms that gig work provides while also helping protect your financial stability

The Facts About Income Tax 07/17/2026

Check out this video on taxes.

The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Financial empowerment tips for women 07/14/2026

Tips to help women become more confident in financial decision-making and set themselves up for a healthy financial future.

Financial empowerment tips for women

Gen Xers: 5 ways to prepare for retirement today 07/07/2026

More than half of Gen Xers say they’re not on track to save enough to maintain the lifestyle they want in retirement. Here are five things you can start doing today that may help you feel more on track with your retirement planning

Gen Xers: 5 ways to prepare for retirement today Planning for retirement can be daunting, especially for Gen Xers. Starting with these five tips is a great first step

How to Bake a Pie-R-A 07/03/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

How to Bake a Pie-R-A Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Want your business to be the top-listed Finance Company in Madison?
Click here to claim your Sponsored Listing.

Address


Madison, WI
53717