Subscribe to Kiplinger
Subscribe to Kiplinger
Save up to 76%
Subscribe
Subscribe to Kiplinger
Jacob Schroeder, Manager of Investor Education

Jacob Schroeder, Manager of Investor Education

Manager of Investor Education, Advance Capital Management

Jacob Schroeder is the Manager of Investor Education at Advance Capital Management (www.acadviser.com). He is also the creator of the personal finance blog Incognito Money Scribe (incognitomoneyscribe.com), exploring the mystery and meaning of money.

His goal is to help people make more informed financial decisions and live happier lives. In his role he creates a variety of educational materials to teach clients about investing and personal finance. You can read his weekly financial posts on Advance Capital Management’s Financial Living Blog (www.acadviser.com/education-center/). 

His writing has been featured in publications such as Yahoo Finance, Wealth Management magazine, The Detroit News and, as a short-story writer, in various literary journals.

Phone: 800.345.4783 | E-mail: jschroeder@acadviser.com | Website: www.acadviser.com/ | LinkedIn: www.linkedin.com/in/jacob-schroeder/ | Twitter: @j_s_schroeder

6 Life-Changing Lessons from 2 Retirees Who Are Changing Lives
Dr. Lee Alward stands in front of an Orbis International jet.
happy retirement

6 Life-Changing Lessons from 2 Retirees Who Are Changing Lives

Retirement is the perfect time to redefine yourself, find a new sense of purpose and channel your passion in a meaningful way. What could that look li…
August 11, 2021
Happy Retirees Have These 7 Habits in Common
Four senior ladies wear funny glasses and smile.
happy retirement

Happy Retirees Have These 7 Habits in Common

A long and fulfilling retirement takes more than just money. Here are seven things happy retirees do – besides dutifully saving the money they’ll need…
June 30, 2021
Are You Financially Resilient? 5 Steps to Boost Your Economic Security
A woman flexes her muscles.
personal finance

Are You Financially Resilient? 5 Steps to Boost Your Economic Security

Being able to bounce back from adversity is a necessity, because chances are you’re going to face one (or more) setbacks during your lifetime. From a …
June 26, 2021
3 Retirement Fairy Tales on Social Media: To Be Happy, Don’t Believe Them!
A woman wears butterfly wings in a dark forest.
happy retirement

3 Retirement Fairy Tales on Social Media: To Be Happy, Don’t Believe Them!

The secret to a happy retirement can’t be found in the smiling fairy tale you see on Facebook. The fact is, while retirement has its joys, it also has…
May 4, 2021
What Pickleball Can Teach You About Investing
A young man and woman play pickleball as a team.
investing

What Pickleball Can Teach You About Investing

It’s funny, but playing the great sport of pickleball recently got me thinking about how much in common chasing a plastic yellow ball around has with …
April 3, 2021
To Be Happy Now, Live Like You’re Already Retired
A group of people jump on a beach silhouetted against a sunset.
happy retirement

To Be Happy Now, Live Like You’re Already Retired

Why wait until you’re retired to do all the things that can make you happier, healthier and more fulfilled? Instead, start now. Here’s how to live lik…
March 10, 2021
One Trick That’ll Help You Live a Wealthier and Happier Life: Framing
An empty picture frame outlines a peaceful scene of a country road.
retirement

One Trick That’ll Help You Live a Wealthier and Happier Life: Framing

From elections to stock markets, there’s a lot you don’t have control over, but your frame of mind is not one of them. And it’s more important than yo…
January 14, 2021
Can You Think Your Way to Wealth?
Career woman thinks as she looks out a window
retirement

Can You Think Your Way to Wealth?

Having the right outlook on life can help you on your path toward financial success. Here’s how to develop a wealth-building mindset for yourself.
December 2, 2020
How to Be Happy (Not Bored!) in Retirement – Starting Today
Happy women with long white hair blowing in the wind
happy retirement

How to Be Happy (Not Bored!) in Retirement – Starting Today

Here are 12 ways to prepare now for retirement so that you’ll be happy, active, fulfilled and never, ever bored.
October 21, 2020
Making the Best of a Forced Retirement
retirement

Making the Best of a Forced Retirement

Chances are good that you will have to leave the workforce earlier than you had planned. Will you be ready?
July 8, 2020
7 Tips to Help Spot 'Fake' Financial News
retirement

7 Tips to Help Spot 'Fake' Financial News

Investors and retirement savers can’t afford to fall for false or biased financial stories touted as legitimate news. Learn how to navigate today’s in…
May 18, 2020
The 9 Types of People You'll Meet in Retirement
Making Your Money Last

The 9 Types of People You'll Meet in Retirement

Some are happier than others, and all offer some valuable retirement lessons to live by. Which type are you?
December 12, 2019