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Schulz Wealth Blog

Selecting Your Financial “Chief of Staff”

Selecting Your Financial “Chief of Staff”

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...

Set and Drift

Set and Drift

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...

Death and Taxes are Certain, but Maybe not Probate

Death and Taxes are Certain, but Maybe not Probate

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...

So has some of this happened before?

So has some of this happened before?

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 ...

My take on the CARES Act

My take on the CARES Act

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...

Leveraging Our Personal Relationship For Your Security

Leveraging Our Personal Relationship For Your Security

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...

Equifax Breach Important Information

Equifax Breach Important Information

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...

Tornado Drill lends a Fresh Perspective

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 ...

Security Measures - Your Investment Adviser and You

Security Measures - Your Investment Adviser and You

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...

Cashiering and Money Movement Basics for Advisory Clients

Cashiering and Money Movement Basics for Advisory Clients

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...