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Loan Forgiveness
By now, most of you have heard about the Student Loan Relief Plan announced by the Biden administration. There are varying opinions on the announcement, but from my experience, for...
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Schulz Wealth Blog
What Happened When My Kids Started Investing?
Some years back, my two younger kids expressed an interest in investing. Admittedly, I botched their initial entry into the finance world. The recent acceleration of stock trading ...
Tips for Giving Advice to Young Adults
It’s graduation season again. Due to the COVID-19 crisis this one is a little different, but regardless many of our kids are moving to new horizons. We all have a strong desire to ...
Buying Your Kid Their First Car
When I was young, sometimes I daydreamed about the fleet of cars I would own someday. Raising four children in the suburbs has certainly allowed me the opportunity to own a fleet o...
Start Investing Today- Your Future Self Will Thank You
How much money do we need to have to begin investing? The truth to this question is a lot less than we think. Many people I have talked to believe that they need to have thousands ...
How your money can work for your future - Be an Amy, not an Adam!
When should you start saving for your retirement? The most accurate answer is yesterday. Time is by far the most important factor on saving for your future. Starting early, combine...
Kid Allowance Do's and Don'ts
Putting your child on an allowance is a critical step towards their eventual financial independence. It’s important to keep this future goal in mind when devising an allowance stra...
Need Help Prioritizing Debt for Payoff? Let Me Help
In America, paying down debt is a rite of passage. Most of us at one point or another have felt the suffocating effects of too much debt. Deleveraging can be a long and complicated...
Tornado Drill lends a Fresh Perspective
Last Tuesday, we pretended like a tornado hit the office. All day we worked from home, testing our communications and computer systems to make sure we would be able to do our jobs ...
Moments of Truth and Texas High School Football
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...
Financial Meetings with your Kids
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...
