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Robbie Schubert, Financial Advisor

Welcome!

I hope to help you work towards financial confidence while living your best life. Utilizing financial knowledge, years of experience, and the resources of Principal Financial Group®, I will do my best to help you plan to achieve your goals.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. It is my hope this website will help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning,

and wealth preservation. Most importantly, I hope you see the potential value of working with a professional to pursue your financial goals.

Please let me help! Contact me at 713-496-3143, via email at schubert.robbie@principal.com, or connect with me on LinkedIn.

Newsletters

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains wonâ€™t be taxed until they are withdrawn.

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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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