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retirement Archives - Schulz Wealth

May 05
0

Retirement Impacts Your Life

By Go Rogue | Financial Planning, Other, Retirement/401(k)

Have you ever thought about how the tips, tricks, and insights you share with others can have a lasting impact?  The sound advice you share with people can drastically change…

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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 30
0
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Planning is a Process – You Need to Know how to Adjust Your Heading

By Rob Schulz | Financial Planning, Other

As the New Year turns I would encourage anybody who doesn’t have one, to go get a financial plan put together. But remember, just having one will not solve everything…

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Dec 11
0
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Thoughts on Time

By Rob Schulz | Financial Planning, Other

Thoughts on Time: Time and again, couples, when they set an appointment for an initial visit will say things like “We’ve been planning on coming to see you for years”,…

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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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Nov 21
0

Freedom and Financial Independence

By Rob Schulz | Financial Planning, Other

  I was reminded recently how different we are, as Americans, compared to the rest of the World as it relates to financial independence. First off, a wide majority of…

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May 21
1
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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
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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 01
1
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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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Dec 27
0

The More We Make, the Tougher It Becomes to Retire

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

In this final quarter of the year, I had the opportunity to run retirement plans on quite a few 401(k) plan participants. Whenever possible, I enjoy sitting one-on-one with employees…

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