Schulz Wealth Blog

The last several weeks we have been busy meeting with our client’s children. We recommend what we call “kid meetings” at a few critical stages: Just prior to getting their driver’s...

In most of my recent client meetings I am being reminded that retirement is an outdated term. We try to use the term “transition” but that does not fit as a good description either...

My how things have changed. Inflation is at an all time low but our household budgets are swollen with monthly obligations that did not exist twenty years ago. It is amazing what w...

When my clients come in for a visit, more often than not the first thing we talk about is where they have been and what trips they have planned. For those who are in good financial...

Several years ago I took a test at Lifetime where they put me in a mask on a treadmill and tried to kill me. The trainer measured through my mask how much oxygen I was able to abso...

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 ...

I love Christmas. I love all of the Christmas music, getting together with friends and family, and of course giving and receiving Christmas gifts. However; the gifting tradition in...

I love this article by Mikey Rox on Wise Bread called 10 Habits of Financially Happy People (click on the link to read the article). Mikey used the word “happy” instead of “success...