estate planning

P&L: Priorities & Lifestyle Episode 41 - Performance, Pain, and Purpose with David Rutherford Listen Now! David Rutherford is the owner, Lead Instructor, and Curriculum Developer of Froglogic...

P&L: Priorities & Lifestyle Episode 40 – The Future is Web 3.0 with Hamiz Mushtaq Awan Listen Now! Hamiz Mushtaq Awan is the founder of Plutus21 Capital, a quantitative and fundamental...

P&L: Priorities & Lifestyle Episode 39 – How Schulz Wealth Makes Long-term Decisions in This Economy with Austin Smith Listen Now! The current state of the economy is not exactly bullish....

Making Financial Planning Decisions as a Business Owner Financial planning decisions do not live in a silo, so neither should the professionals helping you, as a business owner, make those decisions. These days, there are financial...

We tend to believe once our estate documents are signed, we can lock them away only to be seen again when we are gone from this world. The sense of peace in knowing our wishes have been formally documented is gratifying beyond measure, but it’s...

Do you have a fire safe at home? If you don’t, you should. It’s an important piece of any Estate plan, and too often overlooked. Some people prefer safe deposit boxes, but I like the convenience of being able to access important documents 24/7....

We spend a lot of time and effort in my practice helping our clients build a solid Estate Plan. After all of the legal documents are complete, beneficiary designations changed, and accounts and trusts squared away; there is always something...

by Rob Schulz, CFP® June 24, 2011 There is a lot of negativity out there and the stock market has reacted with increased volatility. If I were a gambler, I would bet the market will continue it’s downward trend over the course of the summer. But...

by Rob Schulz, CFP®February 4, 2011 Over twenty years ago my dad died from a sudden heart attack. Since then my life has been marked by many Critical Financial Events (that’s the understated term I use in my practice for a planning opportunity)...