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Budgeting

Apr 21
1

Economic Overview Q1 2022: Inflation

By Go Rogue | Budgeting, Financial Industry Regulation, Financial Planning, Investing, Other

Rob’s Thoughts on Inflation: For my entire 30-year professional career, inflation has never been a factor. I have endured five bear markets, yet the peril of high inflation has not…

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Feb 28
0

Thoughts On Things | 02.24.22

By Rob Schulz | Budgeting, Financial Planning, Other, Wealth management

Thoughts on Things on Thursday Inflation is running at 7.5%. What’s your move? Inflation is hitting historic levels meaning this is the kind of stuff you tell your grandchildren about someday. Even…

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Aug 25
0
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The 7 Steps to Personal Financial Success

By Rob Schulz | Budgeting, Financial Planning, Other

I have had the opportunity to help many people gain personal financial success over the last quarter decade. It’s been a great ride, and I continue to be inspired by…

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Nov 13
1

Bucket #3: Retirement Planning

By Austin Smith | Bucket Talk by Austin Smith, Budgeting, Financial Planning, Other

  Bucket number 3 is money for retirement. This is a bucket we all hope to get started on as soon as possible. Getting started with bucket number 3 at…

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Nov 06
1

Bucket #2: Strategic Planning

By Austin Smith | Bucket Talk by Austin Smith, Budgeting, Financial Planning, Other

  Bucket number two is used for intermediate term goals. Intermediate term goals are different and unique, depending on your specific needs. Younger professionals my have an intermediate term goal…

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Nov 01
1

Bucket #1: Savings

By Austin Smith | Bucket Talk by Austin Smith, Budgeting, Financial Planning, Other

  Money we have in bucket number one is for rather near term financial goals. Because of the short horizon to these goals, they should be invested in a safe…

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Oct 23
1

Your Money From a Different Perspective

By Austin Smith | Bucket Talk by Austin Smith, Budgeting, Other

  This is the first article in a multi part series centered around a different (and hopefully easier) way to think about your financial goals from an overview perspective. When…

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Dec 01
0
Holiday-Gifts

Making Your List, Checking it Twice – Holiday Budgeting Tips

By Rob Schulz | Budgeting, Financial Planning, Other

Without a plan it’s easy for things to get out of hand over the holidays. Here are some simple steps you can take to make sure all of your gifts…

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Sep 27
0

Maximizing the Benefits of Health Savings Accounts

By Rob Schulz | Budgeting, Financial Planning, Health, Investing, Other

At this point, just about everyone seems to be enrolled in a high deductible Health Savings Account (HSA) compatible health plan. The escalating costs of healthcare are astounding. I was…

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Aug 21
0

Align Spending with Values

By Rob Schulz | Budgeting, Financial Planning, Other

I have the opportunity to review client spending patterns regularly, and it’s one of the most important exercises in our client process. Very few of us voluntarily want to discuss…

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      © 2022 Schulz Wealth. © 2022 Schulz Wealth. Schulz Wealth, Ltd. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Schulz Wealth, Ltd. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The content that is provided from the Priorities and Lifestyles podcast (P&L) is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. No advice may be rendered by Schulz Wealth, Ltd. unless a client service agreement is in place.

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