Schulz Wealth Blog

Bucket number 3 is money for retirement. This is a bucket we all hope to get started on as soon as possible. Getting started with bucket number 3 at an earlier age allows us to inv...

Bucket number two is used for intermediate term goals. Intermediate term goals are different and unique, depending on your specific needs. Younger professionals my have an intermed...

Money we have in bucket number one is for rather near term financial goals. Because of the short horizon to these goals, they should be invested in a safe manner. An example for sh...

This is the first article in a multi part series centered around a different (and hopefully easier) way to think about your financial goals from an overview perspective. When think...