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planning Archives - Schulz Wealth

Jun 23
0

Investing in a Complex Market

By Rob Schulz | Business Owners, Financial Planning, Investing, Other

Today’s post was inspired by the excellent book: Team of Teams, by Gen. McChrystal Modern destroyers use gas turbine engines for propulsion and electrical power. As a young junior officer,…

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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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Dec 21
0

Nothing in Life is a Straight Line

By Rob Schulz | Investing, Other

My sophomore year at The University of Texas, I had a marketing class in the UTC, an annex to the business school, tucked right next to the Perry Castaneda Library,…

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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….

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May 19
0
adult-architecture

You Want Financial Independence? Here’s the First Step

By Rob Schulz | Financial Industry Regulation, Financial Planning, Other

Only a very small percentage of American’s will ever experience financial independence. Why? Because just being successful in our professional careers is not enough. We have to know how to…

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May 10
0
boy-child-clouds

A Life Lived

By Rob Schulz | Financial Planning, Other

You have never heard of any of my heroes, so naming them by name is unimportant. Besides, my hero’s are not interested in the publicity.   My hero’s lead quiet…

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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,…

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Mar 08
0

Protecting your Downside in an Up-Market

By Rob Schulz | Financial Planning, Investing, Other

Wow, the market is pretty hot right now with valuations at all time highs. Data suggests small investors are jumping in with both feet. A recent WSJ article quoted Martin…

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Mar 02
0

Automatic Saving May Be Better Than Intentional Budgeting

By Rob Schulz | Budgeting, Financial Planning, Other

We’ve had some great budgeting discussions with some our clients recently. If you work with us, you know we regularly update cash flow statements. Knowing your “burn rate”, as we…

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Feb 17
0

A Simple Estate Plan Review is Worthwhile

By Rob Schulz | Financial Planning, Other

We tend to believe once our estate documents are signed, we can lock them away only to be seen again when we are gone from this world. The sense of…

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