Many years ago I wrote “Never Worry about Money” along with some other personal goals on a small laminated card that I carried around in my wallet. That was and…
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It’s hard to believe the year is halfway over. Now is a good time to review and determine what steps need to be taken to finish out the second half….
Back in the 90’s I sold a lot of variable annuities. I worked for a large financial services company that strongly encouraged the use of variable annuities and there were…
When it comes to saving and investing money, many times we are our worst enemy. Successful people learn to rely on good systems and processes to achieve their goals, not…
Over twenty years ago, I remember standing on the bridge wing of the USS John Rodgers, a US Navy Destroyer. As Officer of the Deck, I was in charge….
Integrity is key. For Advisors, it’s easy to lose sight of integrity because the framework of the financial services industry creates conflicts of interest. In many cases, there is a…
Our Depression by Rob Schulz, CFP® April 24, 2012 Instead of the “Great Recession”, I have started calling the downturn of 2008 “Our Depression” because of the significant change in…
