Schulz WealthSchulz WealthSchulz Wealth
  • About Us
    • Meet the Team
    • In The Community
    • FAQs
  • Services
  • My Account
    • Blueleaf
    • Betterment
  • P&L Podcast
  • Blog
  • Contact Us
Tag

mutual funds Archives - Schulz Wealth

May 21
1
blur-branches

Stay Invested, My Friends

By Rob Schulz | Investing, Other

Great post by Austin Smith!   Disciplined strategy investing over the long term, rather than trying to time the market fluctuations is a proven strategy for long term portfolio success….

Read More
May 01
1
accomplishment-ceremony

How your money can work for your future- Be an Amy, not an Adam!

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

  When should you start saving for your retirement? The most accurate answer is yesterday. Time is by far the most important factor on saving for your future. Starting early,…

Read More
Jun 26
0

Variable Annuities can be Costly

By Rob Schulz | Insurance, Investing, Other

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…

Read More
Jun 19
0

Financial Meetings with your Kids

By Rob Schulz | Budgeting, Financial Planning, Kids & Money, Other

The last several weeks we have been busy meeting with our client’s children. We recommend what we call “kid meetings” at a few critical stages: Just prior to getting their…

Read More
Jun 12
0

Thoughts on Social Security Benefits

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

  More than half of retiring Americans today opt to take Social Security before their Normal Retirement Age, and less than three percent of filers wait until age 70. Many…

Read More
May 29
0

Financial Maturity

By Rob Schulz | Financial Planning, Other

Real personal financial success cannot be accomplished until we have achieved a certain level of financial maturity. I believe proper spending, saving, investing, and planning are all learned traits. Accomplishing…

Read More
May 08
0

Who’s the Boss?

By Rob Schulz | Leadership, Other

Many years ago I was with my good friend and longtime business partner Larry McNeil when someone asked him “What’s it like being your own boss?” to which Larry replied…

Read More
Apr 02
0

Catchin’ Perch

By Rob Schulz | Financial Planning, Other

Nobody has ever accused me of being a great fisherman, but when I was seven or eight I knew how to catch perch by the bucket load. I would lie…

Read More
Feb 20
0

The Kitchen Perspective

By Rob Schulz | Financial Planning, Health, Other

I had a friend in high school who went to work for the new McDonald’s that came to town. It was a big deal in Taylor, Texas.  My dad liked…

Read More
Jan 24
0

ROTH 401(k): Underutilized and Misunderstood

By Rob Schulz | Financial Planning, Other, 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…

Read More
1 2 Next

Order Rob's
New Book Today

Things Financial_3D-3

BLOG CATEGORIES

  • Administrative
  • All
  • Bucket Talk by Austin Smith
  • Wealth management
  • Business Owners
  • Podcast
  • Health
  • Insurance
  • Video
  • Kids & Money
  • Leadership
  • Security
  • Financial Industry Regulation
  • Retirement/401(k)
  • Budgeting
  • Investing
  • Financial Planning
  • Other
  • You work too hard to settle for good enough.

    Click below to learn the better way.

    Book an appointment
    schulz-wealth-tree
    Schulz Wealth
    (817) 405-4014

    1752 Broad Park Circle North, Ste 110
    Mansfield, Texas 76063

    Quick Links

    • About Us
    • Our Services
    • My Account
    • Regulatory Docs
    • P&L Podcast
    • Blog
    • Contact Us

    Quick Contact

      © 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
        • Meet the Team
        • In The Community
        • FAQs
      • Services
      • My Account
        • Blueleaf
        • Betterment
      • P&L Podcast
      • Blog
      • Contact Us