Schulz Wealth Blog

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, ma...

In my pre-adolescent years, I had access to a small private lake on a property my parents owned with several other families. I always wanted to be out on that lake, but the outboar...

Traditionally, when you die, your heirs have to go through a legal process of distributing your assets called probate. You are said to have died intestate if you die without a will...

In the last four weeks something near the number of 26 million Americans have filed for unemployment. That is a crazy high number that has led to some eye popping GDP expectations ...

Over the past month, many different areas of the US economy have come to an almost full stop. This as a result of the COVID-19 outbreak, and subsequent reaction of government offic...

Recently there has been more news and reports of phishing and spoofing of emails with trusted third parties like advisers. If fact, we have even seen some of these first hand. Beca...

Unfortunately, the recent Equifax data breach affected almost any American who has ever used credit; so that probably includes you and me. After a little bit of research and though...

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 ...

Like all Registered Investment Adviser Firms, we maintain cyber security policies and procedures to protect sensitive client data from theft and fraud. Many of the measures we take...

As you invest and save more, the movement of money between accounts becomes a larger part of your financial life. Here is some good information on the process, safety protocols, an...