Over the past month, many different areas of the US economy have come to an almost full stop. This as a result of the COVID-19 outbreak, and subsequent reaction of…
There are often many important questions around how to invest money in your 401(k). For most of us, what we are able to accumulate in our 401(k) during our working…
Bucket number 3 is money for retirement. This is a bucket we all hope to get started on as soon as possible. Getting started with bucket number 3 at an…
Bucket number two is used for intermediate term goals. Intermediate term goals are different and unique, depending on your specific needs. Younger professionals my have an intermediate term goal of…
Money we have in bucket number one is for rather near term financial goals. Because of the short horizon to these goals, they should be invested in a safe manner….
This is the first article in a multi part series centered around a different (and hopefully easier) way to think about your financial goals from an overview perspective. When…
© 2020 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. No advice may be rendered by Schulz Wealth, Ltd. unless a client service agreement is in place.
