Financial Planning Archives - Page 3 of 12

Sep 10

The Greatest Story Ever Told (About Money)

By Rob Schulz | Financial Planning, Investing, Other

Check out this fun excerpt from my latest book for your reading enjoyment. I used to tell this story to 401(k) participants in enrollment meetings. It’s a real conversation I...

Sep 03

How Would You Invest During A Pandemic?

By Austin Smith | Financial Planning, Investing, Other

Let's think back to the third quarter of 2019. We are sitting in an investment strategy meeting and all of the sudden a tip from the future comes in. “Over...

Aug 25

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…

Aug 19

Is Your 401(k) Enough? Probably Not.

By Rob Schulz | Financial Planning, Investing, Other

In working with successful clients, I’m reminded often that just maxing out your 401(k) rarely cuts it. For most of the families we work with, it takes more than just...

Aug 06

Which Type Of Investment Account Should You Use?

By Austin Smith | Financial Planning, Investing, Other, Retirement/401(k)

Answer: Maybe not the account you think! This is a pretty common conversation that we have with clients. Here is a handy chart outlining the different options and their tax...

Jul 22

The Death of Bonds?

By Rob Schulz | Financial Planning, Investing, Other

The first time I reviewed and worked with a nice bond retirement portfolio it was my grandparents investment account. In the mid to late 90’s I found myself driving down...

Jul 15

What’s The Market Got To Do With It?

By Rob Schulz | Financial Planning, Investing, Other

Many of the conversations I’ve had recently about the stock market have revolved around the question “why” as in, “why is the NASDAQ hitting record highs in the middle of...

Jul 07

Thoughts on Annuities

By Rob Schulz | Financial Planning, Investing, Other, Security

In this video, Austin and I talk about Equity Indexed Annuities. We’ve been analyzing quite a few of these lately and there are two major takeaways: They are complicated. They...

Jun 19

The Value of an Advisor

By Rob Schulz | Financial Planning, Investing, Other, Security

We would argue that the most important job of a Financial Advisor is to talk people out of decisions that could have potential long term consequences. A very real test...

Jun 12

The Winning Attitude

By Rob Schulz | Financial Planning, Investing, Other

In investing as in life, our attitude has a lot to do with how successful we are. Because I have worked with so many investors over the years, it has...

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Financial Planning

The Greatest Story Ever Told (About Money)

How Would You Invest During A Pandemic?

The 7 Steps to Personal Financial Success

Is Your 401(k) Enough? Probably Not.

Which Type Of Investment Account Should You Use?

The Death of Bonds?

What’s The Market Got To Do With It?

Thoughts on Annuities

The Value of an Advisor

The Winning Attitude

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