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Financial Planning

Jan 24
0

ROTH 401(k): Underutilized and Misunderstood

By Rob Schulz | All, Financial Planning, Retirement/401(k)

It has been six years now since the doors opened for 401(k) plans to allow ROTH contributions.  Most employers by now have amended their plans to allow these contributions but…

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Jan 13
0

Thoughts on Retirement Income

By Rob Schulz | All, Financial Planning, Retirement/401(k)

As you get closer to Financial Independence Day (the day you start taking money out of your retirement accounts), the reality of what was an intangible concept for so many…

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Jul 01
0

How Before Why is a Formula for Failure

By Rob Schulz | All, Financial Planning, Investing

by Rob Schulz, CFP® June 6, 2011 I always ask my clients “why” when we discuss their financial goals and objectives. Why do you want to reduce debt? Why do…

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Jun 30
0

What is Your Number?

By Rob Schulz | All, Financial Planning, Investing

By:  Rob Schulz, CFP® June 25, 2010 A large insurance company is currently running an advertising campaign, “Do You Know Your Number?” and I like it so much I am…

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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.

      • About Us
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