Schulz Wealth Blog

From time to time, clients ask me to comment on what they hear from financial advisors on the radio. The first thing I try to explain is these are paid advertisements. Local adviso...

For the last week, our local news in the DFW area has been all abuzz about problems within the DPFP (Dallas Police & Fire Pension). A great MarketWatch article came out yesterd...

Life insurance agents created the financial planning community, and sadly their own was damaged in the process. Can recent regulation spur a rebirth? Needs-based selling, where an ...

updated April 25, 2018 If your advisor is not on the same page with you, it makes it harder to weather downturns. There are five very basic service points your advisor should be hi...

With billions of dollars exchanging hands each day, continual fluctuations in prices, and constant media chatter about the “market”, it’s easy to lose sight of what we are actually...

The hot August sun was starting to make itself known as morning advanced. There were just a few plays to go until the first Freshman inter-squad scrimmage of the season would be ov...

Many years ago I wrote “Never Worry about Money” along with some other personal goals on a small laminated card that I carried around in my wallet. That was, and remains today the ...